+74.5%
UBER vs AAL
-61.5%
+136.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.3% |
| 7D | -4.5% | -0.9% | -3.6% | -4.2% |
| 30D | -7.6% | -16.0% | +8.3% | -2.6% |
| 3M | +5.8% | -4.2% | +10.0% | +6.2% |
| 6M | +0.3% | +15.7% | -15.4% | -6.0% |
| YTD | -11.2% | -16.2% | +5.0% | -8.7% |
| 1Y | -23.0% | +0.2% | -23.2% | -25.9% |
| 3Y | +53.6% | -8.1% | +61.7% | +41.4% |
| 5Y | +81.9% | -32.2% | +114.1% | +81.6% |
| All | +74.5% | -61.5% | +136.0% | +108.9% |
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