+31.8%
BA vs UAL
+94.5%
-62.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | -0.5% |
| 7D | +1.1% | +8.2% | -7.1% | -2.8% |
| 30D | -7.9% | +2.3% | -10.3% | -9.7% |
| 3M | -25.3% | -12.7% | -12.6% | -21.2% |
| 6M | -24.6% | +12.7% | -37.3% | -30.3% |
| YTD | -20.1% | +0.8% | -21.0% | -24.0% |
| 1Y | -11.8% | +17.8% | -29.5% | -22.6% |
| 3Y | -10.1% | +206.7% | -216.8% | -57.9% |
| 5Y | -22.7% | +113.9% | -136.6% | -58.9% |
| All | +31.8% | +94.5% | -62.7% | -32.2% |
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