+63.8%
PYPL vs AEE
+312.4%
-248.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.5% | +1.3% |
| 7D | -1.2% | +0.2% | -1.4% | -1.3% |
| 30D | +6.1% | +9.7% | -3.6% | +2.4% |
| 3M | +1.1% | +5.8% | -4.7% | -1.1% |
| 6M | +32.7% | +4.5% | +28.3% | +30.1% |
| YTD | +2.8% | +15.8% | -13.0% | -3.8% |
| 1Y | -10.8% | +10.8% | -21.5% | -15.0% |
| 3Y | +9.8% | +62.8% | -53.0% | -11.6% |
| 5Y | -70.2% | +56.1% | -126.3% | -75.9% |
| 10Y | +50.1% | +216.4% | -166.4% | -5.6% |
| All | +63.8% | +312.4% | -248.5% | -13.6% |
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