-16.8%
AVGO vs UAL
+18.2%
-35.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.2% |
| 7D | -9.9% | +8.2% | -18.1% | -11.8% |
| 30D | -22.0% | +2.3% | -24.3% | -22.6% |
| 3M | -30.0% | -12.7% | -17.4% | -27.7% |
| 6M | -30.7% | +12.7% | -43.4% | -33.4% |
| YTD | -14.7% | +0.8% | -15.5% | -17.1% |
| 1Y | -16.8% | +17.8% | -34.6% | -24.0% |
| All | -16.8% | +18.2% | -35.0% | -24.0% |
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