+28.2%
BABA vs UAL
+122.7%
-94.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.2% | +0.8% |
| 7D | -4.8% | +0.7% | -5.5% | -4.9% |
| 30D | -11.9% | -16.1% | +4.2% | -9.1% |
| 3M | -9.3% | +6.1% | -15.4% | -10.9% |
| 6M | -14.2% | +10.8% | -25.1% | -17.0% |
| YTD | -22.0% | -0.4% | -21.6% | -23.3% |
| 1Y | -12.7% | +5.0% | -17.7% | -15.4% |
| 3Y | +26.7% | +124.0% | -97.4% | +0.7% |
| 5Y | -29.3% | +141.0% | -170.3% | -46.0% |
| 10Y | +21.2% | +118.0% | -96.8% | -11.8% |
| All | +28.2% | +122.7% | -94.5% | -11.1% |
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