-10.2%
AXP vs UAL
+19.7%
-29.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.6% | +2.3% | -1.1% |
| 7D | +0.4% | +5.0% | -4.6% | -0.9% |
| 30D | +7.0% | -1.2% | +8.3% | +7.1% |
| 3M | -6.6% | -16.8% | +10.2% | -2.5% |
| 6M | +3.5% | +18.0% | -14.5% | -2.2% |
| YTD | -11.2% | -1.2% | -10.0% | -10.1% |
| 1Y | -10.2% | +14.3% | -24.5% | -14.4% |
| All | -10.2% | +19.7% | -29.9% | -14.4% |
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