+61.2%
CVS vs UAL
+83.8%
-22.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.0% | +6.3% | +1.0% |
| 7D | +10.4% | +0.7% | +9.7% | +10.3% |
| 30D | +3.3% | +7.8% | -4.5% | +2.0% |
| 3M | -4.5% | -11.1% | +6.6% | -3.6% |
| 6M | -4.4% | +16.1% | -20.4% | -7.0% |
| YTD | +16.6% | -0.5% | +17.1% | +15.0% |
| 1Y | +15.3% | +11.3% | +4.0% | +11.9% |
| 3Y | +48.6% | +192.8% | -144.3% | +22.3% |
| 5Y | +12.9% | +123.3% | -110.4% | -6.3% |
| All | +61.2% | +83.8% | -22.5% | +38.4% |
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 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