-23.1%
BA vs UAL
+110.9%
-134.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.6% | +2.0% | -0.8% |
| 7D | -0.1% | +5.0% | -5.1% | -2.0% |
| 30D | -9.1% | -1.2% | -7.9% | -9.2% |
| 3M | -28.2% | -16.8% | -11.4% | -23.6% |
| 6M | -23.1% | +18.0% | -41.1% | -28.7% |
| YTD | -20.6% | -1.2% | -19.4% | -22.6% |
| 1Y | -12.7% | +14.3% | -27.0% | -20.0% |
| 3Y | -11.6% | +194.6% | -206.1% | -51.4% |
| 5Y | -23.1% | +109.6% | -132.8% | -52.1% |
| All | -23.1% | +110.9% | -134.0% | -52.1% |
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