+145.0%
CI vs UAL
+118.5%
+26.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.8% | -1.7% |
| 7D | +1.3% | +0.7% | +0.6% | +1.2% |
| 30D | +4.4% | -16.1% | +20.5% | +7.2% |
| 3M | +0.7% | +6.1% | -5.5% | -0.8% |
| 6M | +0.3% | +10.8% | -10.5% | -2.3% |
| YTD | +3.8% | -0.4% | +4.2% | +2.4% |
| 1Y | -5.5% | +5.0% | -10.5% | -7.9% |
| 3Y | +8.1% | +124.0% | -115.9% | -12.1% |
| 5Y | +42.8% | +141.0% | -98.2% | +10.0% |
| All | +145.0% | +118.5% | +26.5% | +82.1% |
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