+50.7%
LLY vs AAL
0.0%
+50.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -3.1% | -1.3% | -1.8% | -3.0% |
| 30D | -8.6% | -13.7% | +5.1% | -7.6% |
| 3M | -1.6% | -8.2% | +6.5% | -1.7% |
| 6M | +11.8% | +13.1% | -1.3% | +7.9% |
| YTD | +5.1% | -15.6% | +20.7% | +4.4% |
| 1Y | +50.7% | +1.4% | +49.3% | +50.6% |
| All | +50.7% | 0.0% | +50.7% | +50.6% |
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