+50.9%
LVS vs AEE
+419.7%
-368.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.8% | -1.4% |
| 7D | +0.3% | +1.3% | -1.0% | -0.4% |
| 30D | -3.9% | -1.2% | -2.7% | -3.4% |
| 3M | -12.9% | +1.0% | -13.9% | -13.6% |
| 6M | -16.9% | -2.3% | -14.7% | -16.7% |
| YTD | -31.2% | +9.1% | -40.4% | -35.1% |
| 1Y | -16.4% | +10.6% | -27.0% | -21.8% |
| 3Y | -4.4% | +48.5% | -52.9% | -25.2% |
| 5Y | +6.7% | +39.9% | -33.2% | -16.1% |
| 10Y | +1.4% | +185.7% | -184.3% | -55.8% |
| All | +50.9% | +419.7% | -368.8% | -58.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling