+52.6%
XOM vs AAL
+4.4%
+48.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +6.3% | -10.9% | -2.7% |
| 7D | -7.0% | +8.3% | -15.4% | -4.6% |
| 30D | +3.2% | +6.2% | -3.0% | +5.6% |
| 3M | +10.7% | -17.7% | +28.3% | +6.1% |
| 6M | +11.6% | +15.4% | -3.8% | +17.4% |
| YTD | +43.5% | -11.1% | +54.6% | +47.7% |
| 1Y | +52.6% | +7.7% | +44.9% | +58.7% |
| All | +52.6% | +4.4% | +48.2% | +58.7% |
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 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