+60.5%
XOM vs AAL
-7.2%
+67.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.8% | +0.5% |
| 7D | +4.1% | -0.9% | +5.0% | +4.1% |
| 30D | +4.6% | -12.9% | +17.4% | +4.2% |
| 3M | +14.0% | -11.2% | +25.2% | +13.5% |
| 6M | +11.0% | +17.8% | -6.9% | +10.1% |
| YTD | +40.7% | -15.1% | +55.8% | +41.4% |
| 1Y | +52.3% | +0.5% | +51.8% | +51.2% |
| 3Y | +60.5% | -7.7% | +68.1% | +47.6% |
| All | +60.5% | -7.2% | +67.7% | +47.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling