+15,795.8%
AAPL vs UAL
+242.1%
+15,553.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.5% | -5.0% | -2.9% |
| 7D | +0.1% | +0.7% | -0.6% | -0.1% |
| 30D | +3.0% | -16.1% | +19.1% | +5.4% |
| 3M | +2.9% | +6.1% | -3.2% | +1.6% |
| 6M | +22.1% | +10.8% | +11.3% | +19.3% |
| YTD | +18.0% | -0.4% | +18.4% | +16.8% |
| 1Y | +33.9% | +5.0% | +28.9% | +31.1% |
| 3Y | +71.2% | +124.0% | -52.8% | +47.0% |
| 5Y | +112.6% | +141.0% | -28.4% | +77.5% |
| 10Y | +1,198.8% | +118.0% | +1,080.8% | +922.2% |
| All | +15,795.8% | +242.1% | +15,553.8% | +9,784.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling