+441.9%
CARR vs UAL
+421.9%
+20.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.5% | -1.4% | +0.4% |
| 7D | +1.6% | +0.7% | +0.9% | +1.4% |
| 30D | -8.7% | -16.1% | +7.4% | -4.7% |
| 3M | -12.6% | +6.1% | -18.7% | -14.1% |
| 6M | -1.5% | +10.8% | -12.4% | -4.8% |
| YTD | +14.3% | -0.4% | +14.7% | +12.8% |
| 1Y | -4.6% | +5.0% | -9.6% | -7.5% |
| 3Y | +7.3% | +124.0% | -116.7% | -17.6% |
| 5Y | +11.6% | +141.0% | -129.3% | -19.1% |
| All | +441.9% | +421.9% | +20.0% | +207.4% |
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