-40.8%
AAL vs GE
+363.5%
-404.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.7% | -0.8% | +0.2% |
| 7D | +4.6% | +7.1% | -2.5% | +0.2% |
| 30D | +2.6% | +6.5% | -3.9% | -1.6% |
| 3M | -17.8% | -13.6% | -4.2% | -10.1% |
| 6M | +1.9% | +6.0% | -4.1% | -2.1% |
| YTD | -14.0% | +5.4% | -19.4% | -17.7% |
| 1Y | +0.2% | +6.5% | -6.2% | -5.0% |
| 3Y | +13.0% | +268.6% | -255.6% | -61.2% |
| All | -40.8% | +363.5% | -404.3% | -83.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling