+24.2%
AZN vs UAL
+125.0%
-100.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.9% |
| 7D | -2.9% | -1.1% | -1.8% | -2.8% |
| 30D | -3.1% | -13.4% | +10.4% | -2.4% |
| 3M | -14.4% | -2.3% | -12.2% | -14.6% |
| 6M | -19.5% | +13.3% | -32.8% | -20.3% |
| YTD | -13.8% | -4.2% | -9.5% | -14.2% |
| 1Y | -2.4% | +1.4% | -3.8% | -3.1% |
| All | +24.2% | +125.0% | -100.8% | +17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling