+7,026.8%
ASML vs UAL
+255.5%
+6,771.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +8.0% | -11.6% | -5.1% |
| 7D | -10.0% | +11.9% | -21.9% | -12.0% |
| 30D | -19.4% | +5.2% | -24.7% | -20.4% |
| 3M | -12.5% | -12.7% | +0.2% | -10.5% |
| 6M | +8.2% | +28.5% | -20.3% | +2.7% |
| YTD | +40.7% | +3.5% | +37.2% | +38.6% |
| 1Y | +46.1% | +27.5% | +18.6% | +38.5% |
| 3Y | +138.5% | +208.6% | -70.1% | +87.4% |
| 5Y | +84.2% | +135.6% | -51.4% | +49.4% |
| 10Y | +1,505.1% | +102.3% | +1,402.9% | +1,127.4% |
| All | +7,026.8% | +255.5% | +6,771.2% | +3,995.5% |
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 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