+122.8%
DAL vs UAL
+94.5%
+28.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.0% | +0.1% | +0.7% |
| 7D | +8.8% | +8.2% | +0.6% | +2.8% |
| 30D | +5.4% | +2.3% | +3.1% | +3.6% |
| 3M | -4.9% | -12.7% | +7.8% | +4.5% |
| 6M | +19.8% | +12.7% | +7.1% | +9.0% |
| YTD | +27.0% | +0.8% | +26.2% | +23.6% |
| 1Y | +52.5% | +17.8% | +34.7% | +32.3% |
| 3Y | +173.8% | +206.7% | -32.8% | +14.4% |
| 5Y | +104.5% | +113.9% | -9.3% | +6.9% |
| All | +122.8% | +94.5% | +28.3% | +13.9% |
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 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