-7.7%
AAL vs SPXU
-80.6%
+72.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -0.7% |
| 7D | -0.3% | -1.5% | +1.2% | -1.1% |
| 30D | -19.0% | +3.7% | -22.7% | -17.2% |
| 3M | -5.1% | -9.6% | +4.5% | -8.5% |
| 6M | +15.5% | -32.4% | +47.8% | -3.0% |
| YTD | -15.8% | -28.7% | +12.9% | -26.4% |
| 1Y | -0.3% | -38.2% | +37.9% | -18.3% |
| 3Y | -7.7% | -80.4% | +72.8% | -51.3% |
| All | -7.7% | -80.6% | +72.9% | -51.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling