+243.2%
INTC vs AAL
-64.2%
+307.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -4.9% | -5.4% |
| 7D | +9.4% | -0.9% | +10.4% | +9.7% |
| 30D | +2.7% | -16.0% | +18.6% | +7.1% |
| 3M | -6.3% | -4.2% | -2.0% | -5.4% |
| 6M | +114.5% | +15.7% | +98.8% | +106.6% |
| YTD | +171.9% | -16.2% | +188.0% | +181.2% |
| 1Y | +305.0% | +0.2% | +304.8% | +300.2% |
| 3Y | +168.3% | -8.1% | +176.4% | +160.5% |
| 5Y | +102.3% | -32.2% | +134.5% | +103.2% |
| All | +243.2% | -64.2% | +307.3% | +292.4% |
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 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