-40.8%
AAL vs WMB
+178.0%
-218.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | +4.6% | -13.8% | +18.4% | +7.9% |
| 30D | +2.6% | -10.3% | +12.9% | +4.6% |
| 3M | -17.8% | -10.1% | -7.7% | -16.4% |
| 6M | +1.9% | -11.8% | +13.7% | +3.4% |
| YTD | -14.0% | +8.9% | -23.0% | -19.4% |
| 1Y | +0.2% | +14.0% | -13.7% | -7.9% |
| 3Y | +13.0% | +100.5% | -87.5% | -21.3% |
| All | -40.8% | +178.0% | -218.7% | -63.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling