+555.5%
AMZN vs UAL
+103.3%
+452.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | -0.1% |
| 7D | +0.8% | +3.5% | -2.6% | +0.2% |
| 30D | -6.4% | -16.5% | +10.1% | -3.5% |
| 3M | +4.8% | +2.8% | +2.0% | +3.8% |
| 6M | +20.5% | +17.6% | +3.0% | +16.2% |
| YTD | +11.3% | -3.2% | +14.5% | +10.5% |
| 1Y | +9.0% | +0.4% | +8.5% | +7.1% |
| 3Y | +85.9% | +128.2% | -42.3% | +56.0% |
| 5Y | +45.8% | +137.7% | -92.0% | +19.6% |
| 10Y | +555.5% | +99.1% | +456.4% | +468.5% |
| All | +555.5% | +103.3% | +452.1% | +468.5% |
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