+198.0%
TECK vs AEE
+40.3%
+157.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.8% | -2.2% |
| 7D | +4.9% | +1.1% | +3.8% | +4.7% |
| 30D | +5.2% | 0.0% | +5.2% | +5.1% |
| 3M | +13.8% | -0.9% | +14.7% | +13.7% |
| 6M | +38.5% | -2.4% | +40.9% | +38.7% |
| YTD | +47.3% | +8.6% | +38.7% | +43.9% |
| 1Y | +81.0% | +10.2% | +70.8% | +76.0% |
| 3Y | +79.9% | +47.8% | +32.0% | +61.2% |
| All | +198.0% | +40.3% | +157.7% | +184.5% |
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