-27.6%
AAL vs WMB
+710.0%
-737.6%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | +4.6% | -13.8% | +18.4% | +10.6% |
| 30D | +2.6% | -10.3% | +12.9% | +6.4% |
| 3M | -17.8% | -10.1% | -7.7% | -15.2% |
| 6M | +1.9% | -11.8% | +13.7% | +5.0% |
| YTD | -14.0% | +8.9% | -23.0% | -19.3% |
| 1Y | +0.2% | +14.0% | -13.7% | -7.8% |
| 3Y | +13.0% | +100.5% | -87.5% | -19.5% |
| 5Y | -39.6% | +179.5% | -219.1% | -63.0% |
| 10Y | -65.7% | +272.7% | -338.4% | -81.9% |
| All | -27.6% | +710.0% | -737.6% | -83.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling