+34.5%
BABA vs UAL
+191.7%
-157.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.6% | +7.2% | +3.3% |
| 7D | +8.6% | +5.0% | +3.6% | +7.8% |
| 30D | -1.1% | -1.2% | +0.1% | -1.0% |
| 3M | -15.9% | -16.8% | +0.9% | -14.0% |
| 6M | -17.5% | +18.0% | -35.5% | -20.4% |
| YTD | -25.6% | -1.2% | -24.4% | -26.7% |
| 1Y | -33.8% | +14.3% | -48.1% | -36.3% |
| All | +34.5% | +191.7% | -157.1% | -3.3% |
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