-70.0%
CPNG vs UAL
+97.3%
-167.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | 0.0% |
| 7D | -7.6% | -1.1% | -6.4% | -7.3% |
| 30D | -8.8% | -13.4% | +4.6% | -4.9% |
| 3M | -7.2% | -2.3% | -4.9% | -7.0% |
| 6M | -21.5% | +13.3% | -34.9% | -25.5% |
| YTD | -37.4% | -4.2% | -33.2% | -37.9% |
| 1Y | -54.3% | +1.4% | -55.7% | -55.9% |
| 3Y | -20.3% | +125.8% | -146.1% | -46.2% |
| 5Y | -51.2% | +130.0% | -181.2% | -69.8% |
| All | -70.0% | +97.3% | -167.3% | -80.7% |
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