+640.3%
AMZN vs UAL
+95.5%
+544.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.4% |
| 7D | +0.1% | +2.3% | -2.2% | -0.4% |
| 30D | +2.6% | +13.3% | -10.8% | +0.2% |
| 3M | -2.2% | -6.3% | +4.0% | -1.4% |
| 6M | -1.0% | +22.5% | -23.6% | -5.1% |
| YTD | +15.3% | +5.9% | +9.5% | +12.5% |
| 1Y | +6.9% | +24.7% | -17.8% | +1.2% |
| 3Y | +85.4% | +211.6% | -126.2% | +48.1% |
| 5Y | +53.3% | +130.6% | -77.3% | +25.0% |
| All | +640.3% | +95.5% | +544.8% | +547.1% |
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