-28.3%
BABA vs UAL
+109.3%
-137.6%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.0% | -0.8% | +0.8% |
| 7D | +11.6% | +8.2% | +3.5% | +9.3% |
| 30D | +2.3% | +2.3% | 0.0% | +1.4% |
| 3M | -13.7% | -12.7% | -1.0% | -11.1% |
| 6M | -21.9% | +12.7% | -34.6% | -25.7% |
| YTD | -24.6% | +0.8% | -25.5% | -26.9% |
| 1Y | -34.1% | +17.8% | -51.9% | -39.1% |
| 3Y | +36.3% | +206.7% | -170.4% | -19.4% |
| All | -28.3% | +109.3% | -137.6% | -53.3% |
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 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