+254.6%
GLW vs UAL
+129.5%
+125.0%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.8% | +9.2% | +7.9% |
| 7D | +1.4% | +2.3% | -0.8% | +1.0% |
| 30D | -18.2% | +13.3% | -31.5% | -21.2% |
| 3M | -24.2% | -6.3% | -17.9% | -22.9% |
| 6M | -41.7% | +22.5% | -64.2% | -45.0% |
| YTD | +38.3% | +5.9% | +32.4% | +34.3% |
| 1Y | +38.2% | +24.7% | +13.5% | +28.7% |
| 3Y | +363.4% | +211.6% | +151.8% | +224.4% |
| 5Y | +254.6% | +130.6% | +124.0% | +156.2% |
| All | +254.6% | +129.5% | +125.0% | +156.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling