+39.0%
PYPL vs AEE
+191.3%
-152.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.7% |
| 7D | -5.9% | -0.7% | -5.3% | -5.7% |
| 30D | -9.4% | -2.0% | -7.4% | -8.7% |
| 3M | +31.3% | -2.8% | +34.1% | +32.6% |
| 6M | +19.1% | -3.6% | +22.7% | +20.2% |
| YTD | -7.9% | +7.3% | -15.2% | -11.2% |
| 1Y | -17.9% | +8.7% | -26.6% | -21.4% |
| 3Y | -11.6% | +46.0% | -57.6% | -26.0% |
| 5Y | -81.0% | +39.8% | -120.8% | -84.0% |
| All | +39.0% | +191.3% | -152.2% | -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 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