-66.0%
AAL vs WCC
+453.1%
-519.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.4% | -1.9% |
| 7D | +3.4% | +3.3% | +0.1% | +1.4% |
| 30D | +11.7% | -9.4% | +21.2% | +16.2% |
| 3M | -7.8% | -10.5% | +2.7% | -4.3% |
| 6M | +10.2% | -10.4% | +20.6% | +12.9% |
| YTD | -8.0% | +34.4% | -42.4% | -27.0% |
| 1Y | +8.5% | +27.7% | -19.1% | -11.4% |
| 3Y | +19.5% | +137.9% | -118.4% | -38.5% |
| 5Y | -33.9% | +147.0% | -180.9% | -69.5% |
| 10Y | -66.0% | +442.5% | -508.5% | -92.2% |
| All | -66.0% | +453.1% | -519.1% | -92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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