+57.3%
LLY vs AAL
+4.4%
+53.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.3% | -5.7% | 0.0% |
| 7D | +10.1% | +8.3% | +1.7% | +9.2% |
| 30D | +24.0% | +6.2% | +17.8% | +23.2% |
| 3M | +27.3% | -17.7% | +45.0% | +28.9% |
| 6M | +47.0% | +15.4% | +31.5% | +41.5% |
| YTD | +32.6% | -11.1% | +43.7% | +30.2% |
| 1Y | +57.3% | +7.7% | +49.6% | +54.8% |
| All | +57.3% | +4.4% | +53.0% | +54.8% |
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