+217.6%
CB vs UAL
+118.5%
+99.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.5% | -4.4% | -2.3% |
| 7D | +0.5% | +0.7% | -0.2% | +0.3% |
| 30D | -3.1% | -16.1% | +13.0% | -0.2% |
| 3M | +9.0% | +6.1% | +2.8% | +7.1% |
| 6M | +2.9% | +10.8% | -8.0% | -0.5% |
| YTD | +10.1% | -0.4% | +10.5% | +8.1% |
| 1Y | +22.8% | +5.0% | +17.8% | +18.7% |
| 3Y | +73.8% | +124.0% | -50.2% | +36.1% |
| 5Y | +99.2% | +141.0% | -41.8% | +46.3% |
| All | +217.6% | +118.5% | +99.1% | +120.5% |
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