+8,057.1%
ASML vs UAL
+242.1%
+7,815.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.5% | +1.7% | +3.7% |
| 7D | +1.1% | +0.7% | +0.4% | +1.0% |
| 30D | +2.2% | -16.1% | +18.3% | +5.5% |
| 3M | -2.3% | +6.1% | -8.4% | -3.5% |
| 6M | +23.0% | +10.8% | +12.1% | +20.3% |
| YTD | +61.1% | -0.4% | +61.5% | +60.2% |
| 1Y | +129.1% | +5.0% | +124.1% | +125.0% |
| 3Y | +165.4% | +124.0% | +41.3% | +121.0% |
| 5Y | +109.5% | +141.0% | -31.5% | +69.6% |
| 10Y | +1,645.7% | +118.0% | +1,527.7% | +1,225.7% |
| All | +8,057.1% | +242.1% | +7,815.0% | +4,634.1% |
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