+89.6%
AXP vs UAL
+109.3%
-19.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.3% | -1.9% |
| 7D | +0.6% | +8.2% | -7.6% | -2.1% |
| 30D | +5.8% | +2.3% | +3.5% | +4.7% |
| 3M | -6.0% | -12.7% | +6.7% | -2.2% |
| 6M | +0.3% | +12.7% | -12.4% | -5.3% |
| YTD | -12.3% | +0.8% | -13.1% | -14.9% |
| 1Y | -11.2% | +17.8% | -29.0% | -18.7% |
| 3Y | +117.0% | +206.7% | -89.7% | +32.0% |
| All | +89.6% | +109.3% | -19.7% | +27.6% |
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