+108.6%
ASML vs UAL
+142.0%
-33.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.5% | +1.7% | +3.3% |
| 7D | +1.1% | +0.7% | +0.4% | +0.8% |
| 30D | +2.2% | -16.1% | +18.3% | +8.3% |
| 3M | -2.3% | +6.1% | -8.4% | -4.7% |
| 6M | +23.0% | +10.8% | +12.1% | +17.5% |
| YTD | +61.1% | -0.4% | +61.5% | +58.3% |
| 1Y | +129.1% | +5.0% | +124.1% | +119.8% |
| 3Y | +165.4% | +124.0% | +41.3% | +82.1% |
| All | +108.6% | +142.0% | -33.5% | +28.3% |
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