+48.1%
TSLA vs AEE
+38.5%
+9.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | +0.1% | -1.0% |
| 7D | -3.4% | -0.7% | -2.7% | -3.3% |
| 30D | +9.2% | -2.0% | +11.2% | +9.6% |
| 3M | -4.7% | -2.8% | -1.9% | -4.8% |
| 6M | -8.9% | -3.6% | -5.4% | -9.0% |
| YTD | -19.2% | +7.3% | -26.5% | -21.5% |
| 1Y | +4.5% | +8.7% | -4.2% | +1.0% |
| 3Y | +46.3% | +46.0% | +0.3% | +30.5% |
| 5Y | +48.1% | +39.8% | +8.4% | +36.8% |
| All | +48.1% | +38.5% | +9.6% | +36.8% |
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