-65.4%
AAL vs WMB
+267.9%
-333.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.7% | +3.7% | +5.6% |
| 7D | +8.3% | -6.7% | +14.9% | +11.7% |
| 30D | +11.0% | -8.6% | +19.5% | +15.1% |
| 3M | -11.2% | -4.9% | -6.2% | -10.2% |
| 6M | +6.1% | -6.3% | +12.4% | +6.6% |
| YTD | -7.6% | +13.0% | -20.6% | -17.1% |
| 1Y | +3.7% | +14.9% | -11.2% | -8.2% |
| 3Y | +20.5% | +113.4% | -92.9% | -28.8% |
| 5Y | -36.4% | +190.2% | -226.5% | -69.7% |
| 10Y | -65.4% | +259.9% | -325.3% | -87.6% |
| All | -65.4% | +267.9% | -333.3% | -87.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling