+13,565.3%
AMZN vs UAL
+246.2%
+13,319.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.4% | -0.7% |
| 7D | +7.9% | +8.2% | -0.3% | +6.6% |
| 30D | -0.2% | +2.3% | -2.6% | -0.7% |
| 3M | -4.8% | -12.7% | +7.9% | -3.0% |
| 6M | -5.7% | +12.7% | -18.4% | -7.9% |
| YTD | +12.3% | +0.8% | +11.5% | +10.9% |
| 1Y | +6.7% | +17.8% | -11.1% | +2.7% |
| 3Y | +85.6% | +206.7% | -121.1% | +51.9% |
| 5Y | +47.4% | +113.9% | -66.5% | +25.0% |
| 10Y | +586.8% | +97.0% | +489.8% | +439.9% |
| All | +13,565.3% | +246.2% | +13,319.1% | +7,062.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling