+351.3%
DAL vs UAL
+250.8%
+100.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.5% | -0.7% | +0.2% |
| 7D | +0.1% | +0.7% | -0.6% | -0.4% |
| 30D | -13.9% | -16.1% | +2.2% | -3.5% |
| 3M | +1.1% | +6.1% | -5.1% | -3.1% |
| 6M | +26.2% | +10.8% | +15.4% | +16.6% |
| YTD | +16.4% | -0.4% | +16.8% | +15.1% |
| 1Y | +33.9% | +5.0% | +28.8% | +27.6% |
| 3Y | +93.4% | +124.0% | -30.6% | +9.3% |
| 5Y | +106.4% | +141.0% | -34.6% | +9.5% |
| 10Y | +143.0% | +118.0% | +25.0% | +23.9% |
| All | +351.3% | +250.8% | +100.5% | +34.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling