+51.4%
PYPL vs AEE
+284.9%
-233.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.1% |
| 7D | +2.7% | +0.3% | +2.3% | +2.5% |
| 30D | -4.9% | -2.3% | -2.6% | -4.1% |
| 3M | +28.9% | +0.2% | +28.7% | +28.6% |
| 6M | +18.2% | -4.7% | +23.0% | +20.0% |
| YTD | -5.0% | +8.1% | -13.1% | -8.6% |
| 1Y | -18.8% | +8.5% | -27.4% | -22.2% |
| 3Y | -12.6% | +48.9% | -61.5% | -27.2% |
| 5Y | -80.8% | +39.9% | -120.7% | -83.8% |
| 10Y | +49.9% | +186.5% | -136.6% | -2.3% |
| All | +51.4% | +284.9% | -233.5% | -18.0% |
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