+23.3%
BA vs UAL
+80.6%
-57.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.8% |
| 7D | -1.1% | -3.0% | +1.9% | +0.1% |
| 30D | -7.1% | +10.5% | -17.6% | -12.4% |
| 3M | -25.5% | -13.5% | -12.1% | -21.3% |
| 6M | -28.7% | +14.2% | -42.9% | -34.7% |
| YTD | -21.0% | -2.2% | -18.8% | -23.9% |
| 1Y | -11.9% | +12.5% | -24.4% | -21.1% |
| 3Y | -16.2% | +186.8% | -203.0% | -59.4% |
| 5Y | -22.4% | +119.4% | -141.7% | -59.5% |
| All | +23.3% | +80.6% | -57.2% | -36.3% |
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