+740.7%
GOOGL vs AAL
-64.2%
+804.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | -2.8% | -0.9% | -1.9% | -2.7% |
| 30D | -3.2% | -16.0% | +12.8% | -0.3% |
| 3M | -6.6% | -4.2% | -2.4% | -6.3% |
| 6M | +8.5% | +15.7% | -7.2% | +5.2% |
| YTD | +6.5% | -16.2% | +22.6% | +8.4% |
| 1Y | +39.4% | +0.2% | +39.2% | +37.3% |
| 3Y | +146.2% | -8.1% | +154.3% | +137.5% |
| 5Y | +138.3% | -32.2% | +170.5% | +135.2% |
| All | +740.7% | -64.2% | +804.8% | +800.1% |
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