-7.7%
AAL vs BBY
+42.8%
-50.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.1% | -1.8% | -0.2% |
| 7D | -0.9% | +0.6% | -1.5% | -1.2% |
| 30D | -12.9% | +9.4% | -22.3% | -17.0% |
| 3M | -11.2% | +19.3% | -30.5% | -19.2% |
| 6M | +17.8% | +47.9% | -30.1% | -5.1% |
| YTD | -15.1% | +39.6% | -54.7% | -29.9% |
| 1Y | +0.5% | +22.2% | -21.7% | -11.1% |
| 3Y | -7.7% | +45.0% | -52.6% | -29.8% |
| All | -7.7% | +42.8% | -50.4% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 3y: compounded portfolio wealth divided by compounded BBY 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…
3y analysis · Full analysis span regression · 6 months rolling