+307.4%
RCL vs AEE
+56.6%
+250.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +0.9% |
| 7D | +8.5% | +3.0% | +5.5% | +7.6% |
| 30D | +20.4% | +11.2% | +9.2% | +16.8% |
| 3M | +11.0% | +7.0% | +4.0% | +8.8% |
| 6M | +24.9% | +5.7% | +19.1% | +22.5% |
| YTD | +23.9% | +16.2% | +7.6% | +17.5% |
| 1Y | +30.8% | +12.0% | +18.8% | +25.5% |
| 3Y | +270.4% | +63.4% | +207.0% | +213.9% |
| All | +307.4% | +56.6% | +250.7% | +247.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling