-66.0%
AAL vs UAL
+103.3%
-169.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.8% | +1.1% | +0.7% |
| 7D | -0.3% | +3.5% | -3.8% | -3.3% |
| 30D | -19.0% | -16.5% | -2.6% | -5.7% |
| 3M | -5.1% | +2.8% | -7.8% | -7.1% |
| 6M | +15.5% | +17.6% | -2.1% | -0.5% |
| YTD | -15.8% | -3.2% | -12.6% | -14.7% |
| 1Y | -0.3% | +0.4% | -0.7% | -2.7% |
| 3Y | -7.7% | +128.2% | -135.8% | -58.4% |
| 5Y | -32.5% | +137.7% | -170.2% | -71.0% |
| 10Y | -66.0% | +99.1% | -165.1% | -83.3% |
| All | -66.0% | +103.3% | -169.3% | -83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded UAL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling