+772.7%
GOOG vs UAL
+98.4%
+674.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.9% |
| 7D | -1.6% | -1.1% | -0.4% | -1.4% |
| 30D | -7.7% | -13.4% | +5.8% | -5.3% |
| 3M | -9.3% | -2.3% | -7.0% | -9.3% |
| 6M | +7.4% | +13.3% | -5.9% | +4.2% |
| YTD | +4.9% | -4.2% | +9.1% | +4.2% |
| 1Y | +37.2% | +1.4% | +35.8% | +34.5% |
| 3Y | +141.6% | +125.8% | +15.8% | +98.1% |
| 5Y | +128.8% | +130.0% | -1.2% | +81.6% |
| 10Y | +772.7% | +104.2% | +668.5% | +591.1% |
| All | +772.7% | +98.4% | +674.3% | +591.1% |
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 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