-65.2%
AAL vs SPXU
-99.5%
+34.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | +0.2% |
| 7D | -0.9% | +6.4% | -7.3% | +2.2% |
| 30D | -16.0% | +5.9% | -21.9% | -13.3% |
| 3M | -4.2% | -11.7% | +7.4% | -8.4% |
| 6M | +15.7% | -28.7% | +44.4% | +1.9% |
| YTD | -16.2% | -26.4% | +10.2% | -24.2% |
| 1Y | +0.2% | -35.2% | +35.5% | -13.8% |
| 3Y | -8.1% | -79.8% | +71.7% | -46.4% |
| 5Y | -32.2% | -86.1% | +53.9% | -57.5% |
| All | -65.2% | -99.5% | +34.3% | -92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SPXU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling