-66.0%
AAL vs WMB
+309.4%
-375.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.3% | -3.9% | -2.8% |
| 7D | -0.3% | +0.8% | -1.1% | -0.8% |
| 30D | -19.0% | +7.7% | -26.7% | -22.4% |
| 3M | -5.1% | +6.7% | -11.8% | -9.3% |
| 6M | +15.5% | +3.6% | +11.8% | +11.2% |
| YTD | -15.8% | +28.0% | -43.8% | -28.3% |
| 1Y | -0.3% | +37.6% | -37.9% | -19.3% |
| 3Y | -7.7% | +149.0% | -156.7% | -49.1% |
| 5Y | -32.5% | +285.3% | -317.8% | -72.4% |
| 10Y | -66.0% | +302.1% | -368.0% | -88.3% |
| All | -66.0% | +309.4% | -375.4% | -88.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling