+31,416.6%
AVGO vs UAL
+1,771.9%
+29,644.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | -0.4% |
| 7D | -3.0% | +0.7% | -3.7% | -3.2% |
| 30D | -14.4% | -16.1% | +1.7% | -10.9% |
| 3M | -14.4% | +6.1% | -20.6% | -16.0% |
| 6M | +13.1% | +10.8% | +2.3% | +9.1% |
| YTD | +3.8% | -0.4% | +4.2% | +2.2% |
| 1Y | +17.8% | +5.0% | +12.8% | +14.1% |
| 3Y | +325.3% | +124.0% | +201.2% | +232.3% |
| 5Y | +689.9% | +141.0% | +548.9% | +486.8% |
| 10Y | +2,597.0% | +118.0% | +2,479.0% | +1,732.5% |
| All | +31,416.6% | +1,771.9% | +29,644.7% | +14,640.2% |
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