-65.4%
AAL vs UAL
+106.7%
-172.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +6.8% | +0.7% | +1.7% |
| 7D | +8.3% | +10.2% | -1.9% | -0.3% |
| 30D | +11.0% | +12.0% | -1.1% | +0.6% |
| 3M | -11.2% | -7.1% | -4.1% | -5.8% |
| 6M | +6.1% | +20.9% | -14.8% | -10.2% |
| YTD | -7.6% | +7.7% | -15.3% | -14.8% |
| 1Y | +3.7% | +23.6% | -19.8% | -15.1% |
| 3Y | +20.5% | +222.6% | -202.1% | -59.8% |
| 5Y | -36.4% | +127.9% | -164.3% | -71.7% |
| 10Y | -65.4% | +100.2% | -165.6% | -82.2% |
| All | -65.4% | +106.7% | -172.1% | -82.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling