-29.0%
AAL vs DUK
+527.5%
-556.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -2.2% |
| 7D | -0.3% | +0.7% | -1.0% | -0.8% |
| 30D | -19.0% | -2.0% | -17.0% | -18.0% |
| 3M | -5.1% | +0.2% | -5.3% | -5.7% |
| 6M | +15.5% | -6.9% | +22.4% | +19.7% |
| YTD | -15.8% | +6.1% | -21.9% | -20.1% |
| 1Y | -0.3% | +4.4% | -4.7% | -4.8% |
| 3Y | -7.7% | +49.1% | -56.8% | -33.3% |
| 5Y | -32.5% | +39.6% | -72.1% | -50.5% |
| 10Y | -66.0% | +125.1% | -191.1% | -83.9% |
| All | -29.0% | +527.5% | -556.5% | -87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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