+28.1%
BA vs UAL
+106.7%
-78.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.8% | -7.4% | -3.8% |
| 7D | -1.7% | +10.2% | -11.9% | -6.5% |
| 30D | -9.5% | +12.0% | -21.5% | -15.1% |
| 3M | -26.5% | -7.1% | -19.4% | -24.8% |
| 6M | -27.4% | +20.9% | -48.3% | -35.2% |
| YTD | -20.6% | +7.7% | -28.3% | -26.9% |
| 1Y | -11.4% | +23.6% | -35.0% | -24.2% |
| 3Y | -10.8% | +222.6% | -233.4% | -59.2% |
| 5Y | -21.9% | +127.9% | -149.9% | -59.8% |
| 10Y | +28.1% | +100.2% | -72.1% | -36.4% |
| All | +28.1% | +106.7% | -78.6% | -36.4% |
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 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