-64.8%
AAL vs SU
+267.2%
-332.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.4% | +1.3% |
| 7D | -0.9% | +2.2% | -3.1% | -1.8% |
| 30D | -12.9% | +8.4% | -21.3% | -16.0% |
| 3M | -11.2% | +12.1% | -23.3% | -16.6% |
| 6M | +17.8% | +19.7% | -1.8% | +5.3% |
| YTD | -15.1% | +58.4% | -73.5% | -34.0% |
| 1Y | +0.5% | +67.2% | -66.8% | -24.2% |
| 3Y | -7.7% | +125.0% | -132.7% | -41.6% |
| 5Y | -31.3% | +355.1% | -386.4% | -73.2% |
| All | -64.8% | +267.2% | -332.0% | -86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling