+293.4%
C vs UAL
+118.5%
+174.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -1.2% |
| 7D | +3.6% | +0.7% | +2.9% | +3.3% |
| 30D | +0.1% | -16.1% | +16.2% | +6.6% |
| 3M | +2.4% | +6.1% | -3.7% | -0.6% |
| 6M | +24.9% | +10.8% | +14.1% | +17.9% |
| YTD | +19.8% | -0.4% | +20.2% | +17.4% |
| 1Y | +44.9% | +5.0% | +39.8% | +38.1% |
| 3Y | +263.0% | +124.0% | +139.0% | +142.8% |
| 5Y | +129.5% | +141.0% | -11.5% | +39.0% |
| All | +293.4% | +118.5% | +174.9% | +118.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling