+215.5%
AZN vs UAL
+106.0%
+109.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | -3.1% | -2.0% | -1.1% | -3.0% |
| 30D | +0.6% | -15.7% | +16.3% | +1.7% |
| 3M | -10.8% | +3.6% | -14.4% | -11.2% |
| 6M | -18.1% | +16.9% | -35.0% | -19.4% |
| YTD | -12.3% | -4.8% | -7.5% | -12.5% |
| 1Y | -0.2% | -0.9% | +0.8% | -1.0% |
| 3Y | +23.4% | +124.5% | -101.1% | +12.8% |
| 5Y | +56.4% | +140.2% | -83.8% | +40.0% |
| All | +215.5% | +106.0% | +109.4% | +178.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling