-4.8%
PCOR vs AEE
+12.9%
-17.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +22.7% | +2.1% | +20.6% | +23.1% |
| 30D | +37.5% | +11.4% | +26.1% | +42.0% |
| 3M | +35.2% | +5.0% | +30.2% | +36.8% |
| 6M | +42.2% | +4.4% | +37.8% | +46.7% |
| YTD | +3.6% | +15.4% | -11.8% | +10.4% |
| 1Y | -4.8% | +13.8% | -18.5% | +1.8% |
| All | -4.8% | +12.9% | -17.7% | +1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling