+570.0%
AVGO vs UAL
+117.7%
+452.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.7% | -3.0% | -4.2% |
| 7D | +18.2% | -3.0% | +21.2% | +19.1% |
| 30D | +0.2% | +10.5% | -10.2% | -3.0% |
| 3M | -16.8% | -13.5% | -3.3% | -13.5% |
| 6M | -16.5% | +14.2% | -30.7% | -20.7% |
| YTD | +0.8% | -2.2% | +3.1% | -1.0% |
| 1Y | +2.8% | +12.5% | -9.7% | -3.4% |
| 3Y | +278.5% | +186.8% | +91.7% | +156.3% |
| All | +570.0% | +117.7% | +452.3% | +356.1% |
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 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