+53.8%
XLE vs AAL
0.0%
+53.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.9% |
| 7D | +0.3% | -1.3% | +1.6% | +0.1% |
| 30D | +8.5% | -13.7% | +22.3% | +5.9% |
| 3M | +14.6% | -8.2% | +22.8% | +13.2% |
| 6M | +17.6% | +13.1% | +4.4% | +19.4% |
| YTD | +48.1% | -15.6% | +63.7% | +49.1% |
| 1Y | +53.8% | +1.4% | +52.4% | +51.3% |
| All | +53.8% | 0.0% | +53.8% | +51.3% |
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