+37.5%
CVX vs AAL
-2.5%
+40.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.2% | -2.5% | -1.0% |
| 7D | +3.3% | -3.7% | +7.1% | +2.6% |
| 30D | +12.9% | -20.8% | +33.7% | +7.9% |
| 3M | +11.7% | -1.3% | +13.0% | +11.5% |
| 6M | +14.1% | +5.4% | +8.8% | +16.5% |
| YTD | +40.7% | -14.4% | +55.0% | +42.6% |
| 1Y | +37.5% | +2.1% | +35.4% | +35.4% |
| All | +37.5% | -2.5% | +40.0% | +35.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling