+338.2%
AZN vs UAL
+80.6%
+257.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.8% | +0.2% |
| 7D | -1.1% | -3.0% | +2.0% | -0.9% |
| 30D | +13.8% | +10.5% | +3.4% | +13.0% |
| 3M | +17.3% | -13.5% | +30.8% | +18.3% |
| 6M | -1.7% | +14.2% | -16.0% | -3.1% |
| YTD | +1.4% | -2.2% | +3.6% | +0.8% |
| 1Y | +5.2% | +12.5% | -7.3% | +3.5% |
| 3Y | +52.6% | +186.8% | -134.2% | +36.8% |
| 5Y | +72.9% | +119.4% | -46.5% | +55.6% |
| All | +338.2% | +80.6% | +257.6% | +294.6% |
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 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