+2,006.3%
LLY vs AAL
-64.0%
+2,070.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +7.4% | -3.2% | +3.8% |
| 7D | +0.1% | +8.3% | -8.2% | -0.4% |
| 30D | +19.7% | +11.0% | +8.8% | +19.0% |
| 3M | +19.3% | -11.2% | +30.4% | +19.9% |
| 6M | +49.3% | +6.1% | +43.3% | +48.3% |
| YTD | +32.0% | -7.6% | +39.7% | +31.8% |
| 1Y | +53.7% | +3.7% | +50.0% | +52.4% |
| 3Y | +143.7% | +20.5% | +123.2% | +136.3% |
| 5Y | +463.9% | -36.4% | +500.3% | +457.2% |
| 10Y | +2,006.3% | -65.4% | +2,071.8% | +1,987.1% |
| All | +2,006.3% | -64.0% | +2,070.4% | +1,987.1% |
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