+27.8%
INTC vs AAL
-35.4%
+63.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.5% | -2.1% |
| 7D | +6.0% | -0.1% | +6.1% | +6.0% |
| 30D | -39.2% | +11.7% | -50.9% | -41.7% |
| 3M | -42.9% | -12.5% | -30.4% | -40.3% |
| 6M | -50.4% | +3.6% | -54.0% | -51.4% |
| YTD | +61.7% | -14.1% | +75.8% | +67.4% |
| 1Y | +66.1% | +0.8% | +65.4% | +62.9% |
| 3Y | +58.1% | +11.8% | +46.3% | +38.0% |
| All | +27.8% | -35.4% | +63.3% | +26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling