+1,776.9%
DXCM vs UAL
+239.3%
+1,537.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.6% | 0.0% | -3.7% |
| 7D | +5.7% | +5.0% | +0.6% | +4.7% |
| 30D | +1.3% | -1.2% | +2.5% | +1.4% |
| 3M | +2.2% | -16.8% | +19.0% | +5.3% |
| 6M | +42.0% | +18.0% | +24.0% | +36.2% |
| YTD | +27.3% | -1.2% | +28.4% | +25.4% |
| 1Y | +42.5% | +14.3% | +28.2% | +36.4% |
| 3Y | -13.3% | +194.6% | -207.9% | -32.8% |
| 5Y | -46.8% | +109.6% | -156.5% | -57.3% |
| 10Y | +445.8% | +93.1% | +352.7% | +290.2% |
| All | +1,776.9% | +239.3% | +1,537.6% | +774.2% |
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