+2,898.7%
GOOG vs UAL
+270.3%
+2,628.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +2.4% | +12.5% | -10.1% | +0.6% |
| 30D | -18.1% | +12.2% | -30.3% | -19.6% |
| 3M | -19.9% | -2.6% | -17.3% | -19.8% |
| 6M | -28.2% | +21.1% | -49.2% | -30.6% |
| YTD | -9.0% | +7.8% | -16.8% | -11.2% |
| 1Y | -1.7% | +25.4% | -27.1% | -6.2% |
| 3Y | +114.5% | +217.3% | -102.8% | +74.3% |
| 5Y | +96.2% | +132.9% | -36.7% | +63.1% |
| 10Y | +654.4% | +101.1% | +553.2% | +490.4% |
| All | +2,898.7% | +270.3% | +2,628.4% | +1,527.7% |
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 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