+286.5%
C vs AAL
-65.4%
+351.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.2% |
| 7D | +3.2% | -0.3% | +3.5% | +3.3% |
| 30D | +1.3% | -19.0% | +20.3% | +8.3% |
| 3M | +3.1% | -5.1% | +8.2% | +4.0% |
| 6M | +29.6% | +15.5% | +14.1% | +21.6% |
| YTD | +19.0% | -15.8% | +34.7% | +23.5% |
| 1Y | +45.6% | -0.3% | +46.0% | +42.0% |
| 3Y | +269.3% | -7.7% | +276.9% | +247.0% |
| 5Y | +131.6% | -32.5% | +164.1% | +127.9% |
| 10Y | +286.5% | -66.0% | +352.5% | +286.2% |
| All | +286.5% | -65.4% | +351.9% | +286.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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