-35.2%
AAL vs WMB
+200.5%
-235.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.5% | -0.9% |
| 7D | -0.1% | +7.8% | -7.9% | -1.8% |
| 30D | +11.7% | -5.1% | +16.8% | +12.5% |
| 3M | -12.5% | -4.7% | -7.8% | -12.1% |
| 6M | +3.6% | -7.4% | +11.0% | +4.3% |
| YTD | -14.1% | +17.5% | -31.6% | -20.9% |
| 1Y | +0.8% | +19.5% | -18.7% | -8.0% |
| 3Y | +11.8% | +121.3% | -109.5% | -24.2% |
| All | -35.2% | +200.5% | -235.7% | -60.0% |
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