+251.7%
CB vs UAL
+80.6%
+171.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.4% |
| 7D | +2.9% | -3.0% | +6.0% | +3.4% |
| 30D | +7.3% | +10.5% | -3.2% | +5.2% |
| 3M | +9.4% | -13.5% | +22.9% | +11.6% |
| 6M | +19.6% | +14.2% | +5.4% | +15.2% |
| YTD | +21.5% | -2.2% | +23.7% | +19.1% |
| 1Y | +28.0% | +12.5% | +15.5% | +21.9% |
| 3Y | +74.9% | +186.8% | -112.0% | +28.9% |
| 5Y | +108.1% | +119.4% | -11.2% | +55.8% |
| All | +251.7% | +80.6% | +171.1% | +151.2% |
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 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