+16,908.6%
AAPL vs UAL
+246.2%
+16,662.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.0% | -2.6% | -0.8% |
| 7D | -0.7% | +8.2% | -8.8% | -1.8% |
| 30D | +1.7% | +2.3% | -0.6% | +1.2% |
| 3M | +9.7% | -12.7% | +22.4% | +11.5% |
| 6M | +19.3% | +12.7% | +6.6% | +16.3% |
| YTD | +26.3% | +0.8% | +25.5% | +24.5% |
| 1Y | +27.4% | +17.8% | +9.6% | +22.7% |
| 3Y | +93.6% | +206.7% | -113.1% | +59.2% |
| 5Y | +131.7% | +113.9% | +17.8% | +96.3% |
| 10Y | +1,268.5% | +97.0% | +1,171.5% | +988.8% |
| All | +16,908.6% | +246.2% | +16,662.4% | +10,437.9% |
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 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