-65.1%
AAL vs WCC
+506.2%
-571.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +1.0% |
| 7D | -1.3% | +6.8% | -8.1% | -5.0% |
| 30D | -13.7% | -3.0% | -10.7% | -12.6% |
| 3M | -8.2% | +0.2% | -8.4% | -9.6% |
| 6M | +13.1% | +33.2% | -20.0% | -6.6% |
| YTD | -15.6% | +45.8% | -61.4% | -34.4% |
| 1Y | +1.4% | +68.4% | -67.0% | -28.2% |
| 3Y | -7.4% | +131.1% | -138.6% | -50.0% |
| 5Y | -35.9% | +225.6% | -261.5% | -74.3% |
| 10Y | -65.1% | +534.2% | -599.3% | -92.7% |
| All | -65.1% | +506.2% | -571.3% | -92.7% |
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