-41.3%
CORZ vs UAL
+22.8%
-64.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +8.0% | -18.4% | -14.3% |
| 7D | -14.9% | +11.9% | -26.9% | -20.6% |
| 30D | -23.1% | +5.2% | -28.4% | -25.6% |
| 3M | -44.1% | -12.7% | -31.3% | -40.4% |
| 6M | -39.5% | +28.5% | -68.0% | -46.3% |
| YTD | -12.4% | +3.5% | -15.9% | -17.5% |
| 1Y | -41.3% | +27.5% | -68.8% | -50.4% |
| All | -41.3% | +22.8% | -64.1% | -50.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling