+172.0%
XHB vs AEE
+387.2%
-215.3%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -3.0% |
| 7D | +0.2% | +1.3% | -1.1% | -0.6% |
| 30D | -9.1% | -1.2% | -7.8% | -8.5% |
| 3M | -2.3% | +1.0% | -3.3% | -3.1% |
| 6M | -4.1% | -2.3% | -1.8% | -3.3% |
| YTD | -1.7% | +9.1% | -10.8% | -6.8% |
| 1Y | -15.1% | +10.6% | -25.7% | -20.3% |
| 3Y | +26.8% | +48.5% | -21.7% | -1.5% |
| 5Y | +37.3% | +39.9% | -2.5% | +8.8% |
| 10Y | +205.7% | +185.7% | +20.0% | +46.5% |
| All | +172.0% | +387.2% | -215.3% | -9.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling