+113.8%
SYY vs AEE
+191.1%
-77.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +3.9% | -0.8% | +4.7% | +4.3% |
| 30D | -1.7% | -2.9% | +1.2% | -0.4% |
| 3M | +5.2% | -2.4% | +7.6% | +6.3% |
| 6M | -0.2% | -2.7% | +2.5% | +0.7% |
| YTD | +15.4% | +7.3% | +8.1% | +10.8% |
| 1Y | +5.6% | +7.5% | -2.0% | +1.2% |
| 3Y | +28.9% | +46.2% | -17.3% | +4.6% |
| 5Y | +24.1% | +39.7% | -15.6% | +1.8% |
| All | +113.8% | +191.1% | -77.3% | +31.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling