-4.6%
BA vs UAL
+127.4%
-132.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | +0.1% |
| 7D | +1.2% | +0.7% | +0.5% | +0.9% |
| 30D | -11.6% | -16.1% | +4.5% | -7.0% |
| 3M | -2.4% | +6.1% | -8.5% | -4.3% |
| 6M | -6.6% | +10.8% | -17.5% | -10.2% |
| YTD | -2.2% | -0.4% | -1.8% | -3.8% |
| 1Y | -8.0% | +5.0% | -13.0% | -11.4% |
| All | -4.6% | +127.4% | -132.0% | -33.5% |
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