+156.5%
ACN vs UAL
+94.5%
+61.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.0% | -3.8% | -2.1% |
| 7D | +0.9% | +8.2% | -7.3% | -0.6% |
| 30D | +33.5% | +2.3% | +31.2% | +32.7% |
| 3M | +53.5% | -12.7% | +66.1% | +56.5% |
| 6M | +52.2% | +12.7% | +39.5% | +47.2% |
| YTD | -0.1% | +0.8% | -0.9% | -2.1% |
| 1Y | +11.0% | +17.8% | -6.7% | +5.5% |
| 3Y | -11.8% | +206.7% | -218.5% | -32.5% |
| 5Y | -22.8% | +113.9% | -136.7% | -38.7% |
| All | +156.5% | +94.5% | +61.9% | +111.4% |
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