+1,178.7%
TXN vs AAL
-33.8%
+1,212.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.6% |
| 7D | -0.1% | -3.7% | +3.7% | +0.5% |
| 30D | -6.9% | -20.8% | +13.9% | -3.7% |
| 3M | -14.9% | -1.3% | -13.7% | -15.0% |
| 6M | +29.0% | +5.4% | +23.6% | +27.3% |
| YTD | +51.5% | -14.4% | +65.8% | +53.6% |
| 1Y | +41.6% | +2.1% | +39.5% | +39.5% |
| 3Y | +65.8% | -10.6% | +76.4% | +63.1% |
| 5Y | +56.8% | -32.2% | +89.0% | +57.0% |
| 10Y | +387.5% | -62.7% | +450.2% | +388.0% |
| All | +1,178.7% | -33.8% | +1,212.5% | +835.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling