+53.5%
AZN vs UAL
+213.3%
-159.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.6% |
| 7D | -1.9% | +2.3% | -4.1% | -2.0% |
| 30D | +17.1% | +13.3% | +3.8% | +16.4% |
| 3M | +16.8% | -6.3% | +23.1% | +17.0% |
| 6M | +2.0% | +22.5% | -20.5% | +0.8% |
| YTD | +1.9% | +5.9% | -3.9% | +0.9% |
| 1Y | +5.2% | +24.7% | -19.5% | +3.7% |
| All | +53.5% | +213.3% | -159.8% | +43.6% |
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 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