+0.5%
AAL vs MO
+11.1%
-10.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +1.0% | +1.3% |
| 7D | -0.9% | +0.1% | -1.1% | -0.9% |
| 30D | -12.9% | +7.1% | -20.0% | -11.4% |
| 3M | -11.2% | -2.0% | -9.2% | -11.5% |
| 6M | +17.8% | +7.3% | +10.5% | +19.8% |
| YTD | -15.1% | +23.5% | -38.6% | -12.1% |
| 1Y | +0.5% | +11.0% | -10.5% | +2.5% |
| All | +0.5% | +11.1% | -10.7% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 1y: compounded portfolio wealth divided by compounded MO 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…
1y analysis · Full analysis span regression · 6 months rolling