-35.2%
AAL vs UAL
+117.7%
-152.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.7% | +0.4% |
| 7D | -0.1% | -3.0% | +3.0% | +2.6% |
| 30D | +11.7% | +10.5% | +1.2% | +2.7% |
| 3M | -12.5% | -13.5% | +0.9% | -1.7% |
| 6M | +3.6% | +14.2% | -10.6% | -7.6% |
| YTD | -14.1% | -2.2% | -11.8% | -13.8% |
| 1Y | +0.8% | +12.5% | -11.7% | -10.3% |
| 3Y | +11.8% | +186.8% | -175.0% | -58.4% |
| All | -35.2% | +117.7% | -152.9% | -69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling