-6.7%
AXP vs UAL
+22.8%
-29.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +8.0% | -5.8% | +0.1% |
| 7D | +4.6% | +11.9% | -7.3% | +1.6% |
| 30D | +9.7% | +5.2% | +4.5% | +8.1% |
| 3M | -3.8% | -12.7% | +8.9% | -0.8% |
| 6M | +4.8% | +28.5% | -23.7% | -3.2% |
| YTD | -9.1% | +3.5% | -12.6% | -9.3% |
| 1Y | -6.7% | +27.5% | -34.2% | -14.8% |
| All | -6.7% | +22.8% | -29.5% | -14.8% |
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 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