+26.0%
C vs UAL
+22.8%
+3.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.0% | -6.3% | -1.0% |
| 7D | +1.1% | +11.9% | -10.9% | -2.8% |
| 30D | -2.4% | +5.2% | -7.7% | -4.3% |
| 3M | -8.4% | -12.7% | +4.4% | -4.4% |
| 6M | +0.3% | +28.5% | -28.2% | -10.7% |
| YTD | +9.1% | +3.5% | +5.6% | +6.1% |
| 1Y | +26.0% | +27.5% | -1.5% | +13.8% |
| All | +26.0% | +22.8% | +3.2% | +13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling