-68.3%
AAL vs WMB
+284.4%
-352.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.4% | -6.0% |
| 7D | +2.9% | +8.1% | -5.1% | -1.0% |
| 30D | +6.5% | -6.9% | +13.4% | +9.5% |
| 3M | -10.9% | -5.1% | -5.8% | -9.7% |
| 6M | +4.9% | -5.7% | +10.6% | +5.3% |
| YTD | -13.2% | +18.1% | -31.2% | -23.9% |
| 1Y | -1.1% | +18.4% | -19.5% | -13.7% |
| 3Y | +12.8% | +122.7% | -109.9% | -34.9% |
| 5Y | -34.4% | +202.0% | -236.4% | -69.4% |
| All | -68.3% | +284.4% | -352.7% | -88.9% |
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