+73.8%
AZN vs UAL
+130.5%
-56.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.5% |
| 7D | -1.9% | +2.3% | -4.1% | -2.1% |
| 30D | +17.1% | +13.3% | +3.8% | +15.8% |
| 3M | +16.8% | -6.3% | +23.1% | +17.3% |
| 6M | +2.0% | +22.5% | -20.5% | -0.2% |
| YTD | +1.9% | +5.9% | -3.9% | +0.5% |
| 1Y | +5.2% | +24.7% | -19.5% | +2.2% |
| 3Y | +54.8% | +211.6% | -156.8% | +31.3% |
| All | +73.8% | +130.5% | -56.7% | +46.9% |
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