+176.9%
XLE vs AEE
+191.3%
-14.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.2% |
| 7D | +0.5% | -0.7% | +1.2% | +0.7% |
| 30D | +6.6% | -2.0% | +8.5% | +7.3% |
| 3M | +12.3% | -2.8% | +15.1% | +13.2% |
| 6M | +18.4% | -3.6% | +22.0% | +19.4% |
| YTD | +47.2% | +7.3% | +39.9% | +42.6% |
| 1Y | +50.3% | +8.7% | +41.6% | +44.6% |
| 3Y | +55.3% | +46.0% | +9.3% | +32.3% |
| 5Y | +226.0% | +39.8% | +186.2% | +179.6% |
| All | +176.9% | +191.3% | -14.4% | +112.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling