-15.9%
CORZ vs UAL
+23.5%
-39.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.8% | +12.8% | +11.9% |
| 7D | +14.2% | +2.3% | +11.9% | +13.0% |
| 30D | -3.0% | +13.3% | -16.3% | -9.7% |
| 3M | -26.3% | -6.3% | -20.0% | -24.3% |
| 6M | -36.5% | +22.5% | -59.0% | -42.5% |
| YTD | +0.1% | +5.9% | -5.8% | -6.6% |
| 1Y | -15.9% | +24.7% | -40.5% | -23.9% |
| All | -15.9% | +23.5% | -39.4% | -23.9% |
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