-6.8%
AVGO vs UAL
+22.8%
-29.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +8.0% | -10.0% | -4.1% |
| 7D | -7.5% | +11.9% | -19.4% | -10.4% |
| 30D | -10.2% | +5.2% | -15.5% | -11.6% |
| 3M | -22.0% | -12.7% | -9.3% | -19.5% |
| 6M | -21.6% | +28.5% | -50.1% | -27.4% |
| YTD | -5.4% | +3.5% | -9.0% | -8.9% |
| 1Y | -6.8% | +27.5% | -34.4% | -17.6% |
| All | -6.8% | +22.8% | -29.7% | -17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling