+82.2%
UBER vs AAL
-60.7%
+142.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.6% |
| 7D | -3.9% | -3.7% | -0.1% | -2.8% |
| 30D | +11.1% | -20.8% | +31.9% | +19.0% |
| 3M | +4.9% | -1.3% | +6.2% | +4.4% |
| 6M | -1.2% | +5.4% | -6.5% | -4.7% |
| YTD | -7.3% | -14.4% | +7.1% | -5.3% |
| 1Y | -17.6% | +2.1% | -19.7% | -21.2% |
| 3Y | +61.1% | -10.6% | +71.6% | +49.8% |
| 5Y | +87.9% | -32.2% | +120.1% | +87.3% |
| All | +82.2% | -60.7% | +142.9% | +116.7% |
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