+223.9%
NXPI vs AEE
+191.1%
+32.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +3.9% | -0.8% | +4.6% | +4.1% |
| 30D | +1.4% | -2.9% | +4.3% | +2.2% |
| 3M | -21.5% | -2.4% | -19.1% | -21.3% |
| 6M | +19.4% | -2.7% | +22.1% | +19.6% |
| YTD | +9.9% | +7.3% | +2.7% | +6.8% |
| 1Y | +7.9% | +7.5% | +0.3% | +4.5% |
| 3Y | +22.7% | +46.2% | -23.5% | +5.4% |
| 5Y | +22.1% | +39.7% | -17.6% | +6.0% |
| All | +223.9% | +191.1% | +32.8% | +181.4% |
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 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