+20.5%
AAL vs GE
+274.0%
-253.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.8% | +3.6% | +5.6% |
| 7D | +8.3% | +6.3% | +2.0% | +5.4% |
| 30D | +11.0% | +8.9% | +2.1% | +6.7% |
| 3M | -11.2% | -9.2% | -2.0% | -7.4% |
| 6M | +6.1% | +13.2% | -7.2% | +0.6% |
| YTD | -7.6% | +9.4% | -17.0% | -11.5% |
| 1Y | +3.7% | +9.8% | -6.1% | -0.8% |
| 3Y | +20.5% | +278.2% | -257.7% | -26.0% |
| All | +20.5% | +274.0% | -253.5% | -26.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling