+0.8%
AAL vs SYY
+5.3%
-4.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.3% |
| 7D | -0.1% | +0.3% | -0.4% | -0.1% |
| 30D | +11.7% | -4.8% | +16.5% | +12.6% |
| 3M | -12.5% | -7.1% | -5.5% | -11.5% |
| 6M | +3.6% | +6.8% | -3.2% | +3.4% |
| YTD | -14.1% | +7.7% | -21.7% | -8.7% |
| 1Y | +0.8% | +5.7% | -4.9% | +6.9% |
| All | +0.8% | +5.3% | -4.5% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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