+19.2%
BABA vs UAL
+131.4%
-112.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +8.0% | -3.1% | +3.4% |
| 7D | +4.3% | +11.9% | -7.6% | +2.1% |
| 30D | -5.0% | +5.2% | -10.2% | -6.0% |
| 3M | -18.4% | -12.7% | -5.7% | -16.5% |
| 6M | -20.3% | +28.5% | -48.8% | -24.9% |
| YTD | -27.5% | +3.5% | -31.0% | -29.3% |
| 1Y | -35.3% | +27.5% | -62.9% | -39.6% |
| 3Y | +31.2% | +208.6% | -177.5% | -2.3% |
| 5Y | -32.1% | +135.6% | -167.7% | -47.9% |
| 10Y | +14.7% | +102.3% | -87.6% | -15.2% |
| All | +19.2% | +131.4% | -112.3% | -18.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling