+208.9%
XHB vs AEE
+191.1%
+17.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -4.6% | -0.8% | -3.9% | -4.3% |
| 30D | -9.1% | -2.9% | -6.2% | -8.0% |
| 3M | -8.6% | -2.4% | -6.2% | -7.7% |
| 6M | -4.0% | -2.7% | -1.3% | -3.1% |
| YTD | -3.9% | +7.3% | -11.2% | -7.1% |
| 1Y | -16.5% | +7.5% | -24.0% | -19.4% |
| 3Y | +22.6% | +46.2% | -23.6% | +1.6% |
| 5Y | +33.9% | +39.7% | -5.8% | +12.3% |
| All | +208.9% | +191.1% | +17.7% | +121.5% |
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