+117.0%
AXP vs UAL
+142.0%
-25.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -2.0% |
| 7D | -2.1% | +0.7% | -2.8% | -2.4% |
| 30D | -6.5% | -16.1% | +9.6% | -1.0% |
| 3M | +4.6% | +6.1% | -1.5% | +1.7% |
| 6M | +5.4% | +10.8% | -5.4% | -0.3% |
| YTD | -11.1% | -0.4% | -10.7% | -13.0% |
| 1Y | -0.3% | +5.0% | -5.3% | -4.9% |
| 3Y | +111.6% | +124.0% | -12.4% | +45.7% |
| All | +117.0% | +142.0% | -25.0% | +37.2% |
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 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