+47.3%
AMZN vs UAL
+142.0%
-94.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.7% | -0.9% |
| 7D | -3.0% | +0.7% | -3.7% | -3.2% |
| 30D | -5.2% | -16.1% | +10.9% | -0.6% |
| 3M | +1.9% | +6.1% | -4.3% | -0.7% |
| 6M | +19.2% | +10.8% | +8.4% | +13.9% |
| YTD | +12.0% | -0.4% | +12.4% | +9.4% |
| 1Y | +9.7% | +5.0% | +4.7% | +4.8% |
| 3Y | +87.2% | +124.0% | -36.9% | +34.2% |
| All | +47.3% | +142.0% | -94.7% | -3.8% |
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