+133.7%
GOOG vs UAL
+131.8%
+1.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.6% |
| 7D | +1.1% | +3.5% | -2.4% | +0.3% |
| 30D | -5.1% | -16.5% | +11.4% | -1.4% |
| 3M | -7.1% | +2.8% | -9.9% | -8.1% |
| 6M | +12.7% | +17.6% | -4.9% | +7.6% |
| YTD | +7.1% | -3.2% | +10.3% | +5.9% |
| 1Y | +43.6% | +0.4% | +43.2% | +40.2% |
| 3Y | +146.8% | +128.2% | +18.6% | +90.3% |
| 5Y | +133.7% | +137.7% | -4.1% | +65.7% |
| All | +133.7% | +131.8% | +1.9% | +65.7% |
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