+1,210.4%
AAPL vs UAL
+103.3%
+1,107.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.7% |
| 7D | -2.7% | +3.5% | -6.2% | -3.4% |
| 30D | +1.0% | -16.5% | +17.5% | +4.3% |
| 3M | +5.0% | +2.8% | +2.2% | +3.7% |
| 6M | +23.0% | +17.6% | +5.5% | +17.8% |
| YTD | +16.6% | -3.2% | +19.8% | +15.5% |
| 1Y | +33.4% | +0.4% | +33.0% | +30.6% |
| 3Y | +79.9% | +128.2% | -48.3% | +45.7% |
| 5Y | +109.0% | +137.7% | -28.7% | +63.4% |
| 10Y | +1,210.4% | +99.1% | +1,111.3% | +1,011.0% |
| All | +1,210.4% | +103.3% | +1,107.1% | +1,011.0% |
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