+88.7%
ACN vs UAL
+103.3%
-14.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.8% | -1.3% | -3.6% |
| 7D | -4.8% | +3.5% | -8.3% | -5.4% |
| 30D | +1.9% | -16.5% | +18.3% | +5.1% |
| 3M | +3.9% | +2.8% | +1.1% | +2.7% |
| 6M | -15.0% | +17.6% | -32.6% | -18.6% |
| YTD | -31.9% | -3.2% | -28.7% | -32.6% |
| 1Y | -28.5% | +0.4% | -28.9% | -30.0% |
| 3Y | -41.9% | +128.2% | -170.1% | -53.0% |
| 5Y | -42.9% | +137.7% | -180.6% | -55.5% |
| 10Y | +88.7% | +99.1% | -10.4% | +41.6% |
| All | +88.7% | +103.3% | -14.6% | +41.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling