+47.0%
LLY vs AAL
+2.1%
+44.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +7.4% | -3.2% | +3.4% |
| 7D | +0.1% | +8.3% | -8.2% | -0.8% |
| 30D | +19.7% | +11.0% | +8.8% | +18.2% |
| 3M | +19.3% | -11.2% | +30.4% | +19.9% |
| 6M | +49.3% | +6.1% | +43.3% | +46.0% |
| YTD | +32.0% | -7.6% | +39.7% | +29.4% |
| All | +47.0% | +2.1% | +44.9% | +41.5% |
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