+591.6%
AMZN vs UAL
+106.7%
+484.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.8% | -3.8% | +1.7% |
| 7D | +8.7% | +10.2% | -1.5% | +6.8% |
| 30D | +1.7% | +12.0% | -10.3% | -0.4% |
| 3M | -2.8% | -7.1% | +4.3% | -1.8% |
| 6M | -2.1% | +20.9% | -23.0% | -5.9% |
| YTD | +15.6% | +7.7% | +8.0% | +12.5% |
| 1Y | +9.2% | +23.6% | -14.3% | +3.6% |
| 3Y | +89.9% | +222.6% | -132.7% | +51.0% |
| 5Y | +49.3% | +127.9% | -78.7% | +21.7% |
| 10Y | +591.6% | +100.2% | +491.4% | +501.0% |
| All | +591.6% | +106.7% | +484.9% | +501.0% |
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 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