-69.0%
CPNG vs UAL
+104.9%
-173.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.0% | +1.6% | -2.5% |
| 7D | -6.9% | +0.7% | -7.6% | -7.1% |
| 30D | +1.1% | +7.8% | -6.6% | -1.2% |
| 3M | -6.3% | -11.1% | +4.8% | -3.3% |
| 6M | -3.8% | +16.1% | -19.9% | -8.7% |
| YTD | -35.2% | -0.5% | -34.7% | -36.5% |
| 1Y | -47.0% | +11.3% | -58.2% | -50.0% |
| 3Y | -0.2% | +192.8% | -193.0% | -39.2% |
| 5Y | -42.5% | +123.3% | -165.7% | -64.5% |
| All | -69.0% | +104.9% | -173.8% | -80.3% |
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