+114.0%
CSCO vs AAL
-33.9%
+147.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.6% | +0.2% |
| 7D | -0.5% | -0.3% | -0.2% | -0.5% |
| 30D | -10.1% | -19.0% | +8.9% | -7.3% |
| 3M | -11.7% | -5.1% | -6.7% | -11.5% |
| 6M | +40.1% | +15.5% | +24.6% | +35.3% |
| YTD | +43.8% | -15.8% | +59.6% | +45.7% |
| 1Y | +66.6% | -0.3% | +66.9% | +63.4% |
| 3Y | +108.5% | -7.7% | +116.2% | +97.9% |
| 5Y | +114.0% | -32.5% | +146.5% | +105.7% |
| All | +114.0% | -33.9% | +147.9% | +105.7% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling