+8,534.1%
SHOP vs AEE
+293.7%
+8,240.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | +2.1% | +0.6% | +1.5% | +2.0% |
| 30D | -16.8% | +8.8% | -25.7% | -18.6% |
| 3M | -2.4% | +5.1% | -7.5% | -3.6% |
| 6M | +47.0% | +5.2% | +41.9% | +44.6% |
| YTD | -8.8% | +16.1% | -24.9% | -13.1% |
| 1Y | -6.3% | +10.4% | -16.7% | -9.4% |
| 3Y | +139.3% | +63.1% | +76.2% | +102.5% |
| 5Y | -12.1% | +55.6% | -67.7% | -24.9% |
| 10Y | +3,601.0% | +217.1% | +3,383.8% | +2,501.2% |
| All | +8,534.1% | +293.7% | +8,240.4% | +5,346.3% |
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