-0.9%
BA vs UAL
+142.0%
-143.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | -0.1% |
| 7D | +1.2% | +0.7% | +0.5% | +0.8% |
| 30D | -11.6% | -16.1% | +4.5% | -5.7% |
| 3M | -2.4% | +6.1% | -8.5% | -5.0% |
| 6M | -6.6% | +10.8% | -17.5% | -11.5% |
| YTD | -2.2% | -0.4% | -1.8% | -4.5% |
| 1Y | -8.0% | +5.0% | -13.0% | -12.8% |
| 3Y | -5.0% | +124.0% | -129.0% | -40.0% |
| All | -0.9% | +142.0% | -143.0% | -43.9% |
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