+181.2%
TSCO vs AEE
+191.1%
-9.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -5.7% | -0.8% | -4.9% | -5.4% |
| 30D | -8.8% | -2.9% | -5.8% | -7.9% |
| 3M | +6.3% | -2.4% | +8.7% | +7.1% |
| 6M | -32.3% | -2.7% | -29.6% | -31.8% |
| YTD | -32.7% | +7.3% | -40.0% | -34.3% |
| 1Y | -43.7% | +7.5% | -51.2% | -45.1% |
| 3Y | -19.7% | +46.2% | -65.9% | -29.2% |
| 5Y | -11.6% | +39.7% | -51.3% | -21.4% |
| All | +181.2% | +191.1% | -9.9% | +139.2% |
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