-3.3%
LVS vs AEE
+191.1%
-194.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.6% |
| 7D | -3.5% | -0.8% | -2.7% | -3.3% |
| 30D | -6.2% | -2.9% | -3.3% | -5.6% |
| 3M | -14.8% | -2.4% | -12.4% | -14.5% |
| 6M | -20.9% | -2.7% | -18.1% | -20.6% |
| YTD | -33.0% | +7.3% | -40.3% | -34.5% |
| 1Y | -20.0% | +7.5% | -27.6% | -21.9% |
| 3Y | -6.9% | +46.2% | -53.1% | -15.9% |
| 5Y | +9.1% | +39.7% | -30.6% | -1.2% |
| All | -3.3% | +191.1% | -194.5% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling