+28,084.6%
AVGO vs UAL
+1,923.2%
+26,161.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +6.8% | +2.0% | +7.1% |
| 7D | -0.9% | +10.2% | -11.1% | -3.1% |
| 30D | -11.6% | +12.0% | -23.7% | -14.1% |
| 3M | -25.2% | -7.1% | -18.1% | -24.0% |
| 6M | -25.4% | +20.9% | -46.3% | -29.3% |
| YTD | -7.2% | +7.7% | -14.8% | -10.4% |
| 1Y | -7.9% | +23.6% | -31.4% | -14.1% |
| 3Y | +262.1% | +222.6% | +39.5% | +160.5% |
| 5Y | +525.7% | +127.9% | +397.7% | +370.6% |
| 10Y | +2,300.3% | +100.2% | +2,200.1% | +1,555.8% |
| All | +28,084.6% | +1,923.2% | +26,161.4% | +12,821.8% |
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