+48.6%
AMZN vs UAL
+109.3%
-60.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.4% | -0.9% |
| 7D | +7.9% | +8.2% | -0.3% | +5.4% |
| 30D | -0.2% | +2.3% | -2.6% | -1.1% |
| 3M | -4.8% | -12.7% | +7.9% | -1.4% |
| 6M | -5.7% | +12.7% | -18.4% | -10.1% |
| YTD | +12.3% | +0.8% | +11.5% | +9.0% |
| 1Y | +6.7% | +17.8% | -11.1% | -1.7% |
| 3Y | +85.6% | +206.7% | -121.1% | +17.6% |
| All | +48.6% | +109.3% | -60.6% | -2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling