+36.2%
LIN vs AEP
+76.7%
-40.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -1.0% | -1.1% |
| 7D | +0.2% | -2.8% | +3.0% | +0.7% |
| 30D | +6.5% | +3.6% | +2.8% | +5.8% |
| 3M | +5.5% | +1.8% | +3.7% | +5.1% |
| 6M | +3.3% | -3.1% | +6.5% | +3.8% |
| YTD | +22.0% | +12.2% | +9.8% | +19.5% |
| 1Y | +25.7% | +9.1% | +16.6% | +23.7% |
| 3Y | +36.2% | +77.9% | -41.7% | +26.7% |
| All | +36.2% | +76.7% | -40.5% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AEP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling