+1,306.6%
AAPL vs UAL
+99.5%
+1,207.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.8% | -0.6% |
| 7D | +5.0% | +12.5% | -7.4% | +2.7% |
| 30D | +3.5% | +12.2% | -8.7% | +1.2% |
| 3M | +13.1% | -2.6% | +15.6% | +13.1% |
| 6M | +19.0% | +21.1% | -2.0% | +13.5% |
| YTD | +28.5% | +7.8% | +20.7% | +24.4% |
| 1Y | +29.7% | +25.4% | +4.3% | +21.8% |
| 3Y | +89.2% | +217.3% | -128.1% | +44.0% |
| 5Y | +141.2% | +132.9% | +8.3% | +88.4% |
| 10Y | +1,306.6% | +101.1% | +1,205.5% | +1,084.8% |
| All | +1,306.6% | +99.5% | +1,207.1% | +1,084.8% |
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