+102.3%
INTC vs AAL
-36.6%
+138.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -4.9% | -5.3% |
| 7D | +9.4% | -0.9% | +10.4% | +9.8% |
| 30D | +2.7% | -16.0% | +18.6% | +9.1% |
| 3M | -6.3% | -4.2% | -2.0% | -5.1% |
| 6M | +114.5% | +15.7% | +98.8% | +102.7% |
| YTD | +171.9% | -16.2% | +188.0% | +184.4% |
| 1Y | +305.0% | +0.2% | +304.8% | +296.2% |
| 3Y | +168.3% | -8.1% | +176.4% | +150.0% |
| 5Y | +102.3% | -32.2% | +134.5% | +100.1% |
| All | +102.3% | -36.6% | +138.9% | +100.1% |
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 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