+22,563.7%
TSCO vs AEE
+807.2%
+21,756.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.0% |
| 7D | -3.1% | -0.7% | -2.4% | -2.9% |
| 30D | -4.4% | -2.0% | -2.4% | -3.7% |
| 3M | +9.7% | -2.8% | +12.5% | +10.7% |
| 6M | -32.4% | -3.6% | -28.8% | -31.7% |
| YTD | -31.7% | +7.3% | -39.0% | -33.5% |
| 1Y | -41.3% | +8.7% | -50.0% | -43.2% |
| 3Y | -18.3% | +46.0% | -64.3% | -29.4% |
| 5Y | -10.3% | +39.8% | -50.0% | -21.7% |
| 10Y | +188.5% | +191.4% | -2.9% | +86.0% |
| All | +22,563.7% | +807.2% | +21,756.5% | +9,846.0% |
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