+192.9%
XOM vs AEE
+191.1%
+1.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +4.1% | -0.8% | +4.9% | +4.4% |
| 30D | +4.6% | -2.9% | +7.5% | +5.6% |
| 3M | +14.0% | -2.4% | +16.4% | +14.7% |
| 6M | +11.0% | -2.7% | +13.7% | +11.5% |
| YTD | +40.7% | +7.3% | +33.4% | +36.3% |
| 1Y | +52.3% | +7.5% | +44.8% | +47.2% |
| 3Y | +60.5% | +46.2% | +14.3% | +36.4% |
| 5Y | +266.4% | +39.7% | +226.7% | +213.3% |
| All | +192.9% | +191.1% | +1.8% | +114.0% |
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 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