+7.7%
AAL vs WMB
+22.7%
-14.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -6.4% | +12.7% | +4.0% |
| 7D | +8.3% | -8.6% | +17.0% | +5.3% |
| 30D | +6.2% | -4.2% | +10.4% | +5.0% |
| 3M | -17.7% | -4.4% | -13.3% | -18.3% |
| 6M | +15.4% | -8.7% | +24.1% | +13.0% |
| YTD | -11.1% | +15.4% | -26.5% | -8.4% |
| 1Y | +7.7% | +23.7% | -16.0% | +5.2% |
| All | +7.7% | +22.7% | -14.9% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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