+51.6%
XOM vs AAL
-0.8%
+52.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.4% |
| 7D | +1.9% | -0.9% | +2.8% | +1.7% |
| 30D | +4.1% | -16.0% | +20.0% | +0.1% |
| 3M | +10.4% | -4.2% | +14.7% | +9.7% |
| 6M | +13.0% | +15.7% | -2.6% | +16.7% |
| YTD | +40.1% | -16.2% | +56.2% | +41.2% |
| All | +51.6% | -0.8% | +52.4% | +51.1% |
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