+130.7%
C vs UAL
+142.0%
-11.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -1.1% |
| 7D | +3.6% | +0.7% | +2.9% | +3.3% |
| 30D | +0.1% | -16.1% | +16.2% | +5.6% |
| 3M | +2.4% | +6.1% | -3.7% | -0.1% |
| 6M | +24.9% | +10.8% | +14.1% | +18.9% |
| YTD | +19.8% | -0.4% | +20.2% | +17.9% |
| 1Y | +44.9% | +5.0% | +39.8% | +39.4% |
| 3Y | +263.0% | +124.0% | +139.0% | +164.5% |
| All | +130.7% | +142.0% | -11.4% | +57.2% |
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