-68.6%
AAL vs GE
+150.1%
-218.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.3% | -1.2% |
| 7D | -0.1% | +2.7% | -2.7% | -1.6% |
| 30D | +11.7% | +8.1% | +3.6% | +6.5% |
| 3M | -12.5% | -7.9% | -4.7% | -8.2% |
| 6M | +3.6% | +12.9% | -9.3% | -3.9% |
| YTD | -14.1% | +8.2% | -22.3% | -18.8% |
| 1Y | +0.8% | +9.7% | -8.9% | -5.9% |
| 3Y | +11.8% | +266.1% | -254.3% | -54.6% |
| 5Y | -35.1% | +407.4% | -442.5% | -79.0% |
| All | -68.6% | +150.1% | -218.7% | -89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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