+241.9%
CORZ vs UAL
+174.6%
+67.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.0% | +1.3% | +2.4% |
| 7D | -11.2% | +8.2% | -19.4% | -15.2% |
| 30D | -26.2% | +2.3% | -28.6% | -27.4% |
| 3M | -44.1% | -12.7% | -31.4% | -40.7% |
| 6M | -52.3% | +12.7% | -64.9% | -55.1% |
| YTD | -19.2% | +0.8% | -20.1% | -21.2% |
| 1Y | -42.9% | +17.8% | -60.7% | -48.2% |
| All | +241.9% | +174.6% | +67.3% | +119.1% |
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 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