+8,552.4%
SHOP vs AEE
+298.1%
+8,254.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.1% |
| 7D | -1.2% | +1.7% | -2.9% | -1.6% |
| 30D | -14.7% | +9.7% | -24.5% | -16.7% |
| 3M | -7.2% | +5.9% | -13.1% | -8.6% |
| 6M | +54.2% | +6.7% | +47.5% | +51.1% |
| YTD | -8.6% | +17.4% | -26.0% | -13.2% |
| 1Y | +0.5% | +12.7% | -12.1% | -3.4% |
| 3Y | +135.9% | +68.2% | +67.7% | +97.8% |
| 5Y | -11.9% | +57.3% | -69.2% | -25.0% |
| 10Y | +3,608.8% | +220.6% | +3,388.2% | +2,499.7% |
| All | +8,552.4% | +298.1% | +8,254.3% | +5,343.2% |
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