+0.5%
AAL vs SCHW
+17.7%
-17.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.3% |
| 7D | -0.9% | -1.9% | +1.0% | -0.5% |
| 30D | -12.9% | -1.6% | -11.2% | -12.6% |
| 3M | -11.2% | +21.3% | -32.5% | -15.5% |
| 6M | +17.8% | +16.5% | +1.4% | +12.4% |
| YTD | -15.1% | +8.4% | -23.5% | -16.9% |
| 1Y | +0.5% | +15.6% | -15.2% | -4.4% |
| All | +0.5% | +17.7% | -17.2% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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