+63.3%
PYPL vs AEE
+317.8%
-254.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.3% |
| 7D | +0.1% | +1.7% | -1.6% | -0.6% |
| 30D | +5.7% | +9.7% | -4.1% | +2.0% |
| 3M | -1.9% | +5.9% | -7.8% | -4.1% |
| 6M | +31.8% | +6.7% | +25.1% | +28.2% |
| YTD | +2.4% | +17.4% | -14.9% | -4.6% |
| 1Y | -8.2% | +12.7% | -20.9% | -13.2% |
| 3Y | +10.2% | +68.2% | -58.0% | -12.5% |
| 5Y | -71.2% | +57.3% | -128.5% | -76.8% |
| 10Y | +49.6% | +220.6% | -171.1% | -6.3% |
| All | +63.3% | +317.8% | -254.5% | -14.3% |
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