+2,265.7%
TECK vs AEE
+638.6%
+1,627.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.2% | +3.6% |
| 7D | +7.8% | +1.3% | +6.4% | +6.9% |
| 30D | +8.3% | -1.2% | +9.5% | +9.0% |
| 3M | +16.1% | +1.0% | +15.0% | +14.4% |
| 6M | +42.9% | -2.3% | +45.1% | +43.3% |
| YTD | +50.8% | +9.1% | +41.6% | +40.7% |
| 1Y | +106.1% | +10.6% | +95.5% | +90.2% |
| 3Y | +84.0% | +48.5% | +35.5% | +35.0% |
| 5Y | +223.5% | +39.9% | +183.6% | +140.2% |
| 10Y | +378.1% | +185.7% | +192.4% | +66.1% |
| All | +2,265.7% | +638.6% | +1,627.1% | +292.9% |
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 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