-65.1%
AAL vs VLO
+919.7%
-984.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.5% |
| 7D | -1.3% | +6.2% | -7.5% | -3.9% |
| 30D | -13.7% | +23.5% | -37.2% | -21.5% |
| 3M | -8.2% | +53.9% | -62.0% | -25.1% |
| 6M | +13.1% | +81.7% | -68.6% | -17.0% |
| YTD | -15.6% | +142.5% | -158.1% | -46.6% |
| 1Y | +1.4% | +145.4% | -144.0% | -36.8% |
| 3Y | -7.4% | +197.3% | -204.8% | -49.4% |
| 5Y | -35.9% | +614.6% | -650.5% | -80.0% |
| 10Y | -65.1% | +938.9% | -1,004.0% | -90.5% |
| All | -65.1% | +919.7% | -984.9% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded VLO 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling