+212.4%
NXPI vs AEE
+222.5%
-10.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.1% |
| 7D | +6.8% | +1.7% | +5.1% | +6.2% |
| 30D | +20.0% | +9.7% | +10.3% | +16.7% |
| 3M | +14.8% | +5.9% | +8.9% | +12.8% |
| 6M | -10.5% | +6.7% | -17.2% | -12.6% |
| YTD | +23.7% | +17.4% | +6.4% | +16.9% |
| 1Y | +34.1% | +12.7% | +21.4% | +28.2% |
| 3Y | +51.2% | +68.2% | -17.0% | +23.4% |
| 5Y | +33.4% | +57.3% | -23.9% | +10.9% |
| All | +212.4% | +222.5% | -10.1% | +146.5% |
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