+95.3%
AAPL vs UAL
+189.3%
-94.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.7% |
| 7D | +4.1% | -3.0% | +7.2% | +4.6% |
| 30D | +4.0% | +10.5% | -6.5% | +1.9% |
| 3M | +16.8% | -13.5% | +30.3% | +19.4% |
| 6M | +19.4% | +14.2% | +5.2% | +14.8% |
| YTD | +31.5% | -2.2% | +33.8% | +29.4% |
| 1Y | +31.0% | +12.5% | +18.5% | +25.1% |
| 3Y | +95.3% | +186.8% | -91.5% | +58.9% |
| All | +95.3% | +189.3% | -94.0% | +58.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling