-4.1%
CNC vs UAL
+210.6%
-214.7%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.8% | -8.5% | -2.0% |
| 7D | +3.0% | +10.2% | -7.2% | +2.6% |
| 30D | +4.9% | +12.0% | -7.2% | +4.4% |
| 3M | +4.2% | -7.1% | +11.3% | +4.2% |
| 6M | +22.5% | +20.9% | +1.6% | +21.6% |
| YTD | +66.6% | +7.7% | +58.9% | +65.4% |
| 1Y | +82.5% | +23.6% | +58.9% | +80.5% |
| 3Y | -4.1% | +222.6% | -226.6% | -10.2% |
| All | -4.1% | +210.6% | -214.7% | -10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling