+349.0%
TECK vs AEE
+191.1%
+157.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.8% |
| 7D | -3.8% | -0.8% | -3.1% | -3.7% |
| 30D | +0.7% | -2.9% | +3.7% | +1.4% |
| 3M | +4.6% | -2.4% | +7.0% | +4.9% |
| 6M | +25.1% | -2.7% | +27.8% | +25.5% |
| YTD | +39.2% | +7.3% | +31.9% | +36.5% |
| 1Y | +60.3% | +7.5% | +52.8% | +57.0% |
| 3Y | +62.9% | +46.2% | +16.7% | +47.2% |
| 5Y | +181.5% | +39.7% | +141.8% | +156.5% |
| All | +349.0% | +191.1% | +157.9% | +233.9% |
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