+3,429.0%
GOOG vs UAL
+242.1%
+3,186.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.6% | -1.4% |
| 7D | -2.1% | +0.7% | -2.8% | -2.3% |
| 30D | -6.8% | -16.1% | +9.3% | -4.5% |
| 3M | -9.1% | +6.1% | -15.2% | -10.1% |
| 6M | +10.7% | +10.8% | -0.1% | +8.4% |
| YTD | +7.1% | -0.4% | +7.5% | +6.0% |
| 1Y | +44.6% | +5.0% | +39.6% | +41.7% |
| 3Y | +147.4% | +124.0% | +23.4% | +111.5% |
| 5Y | +133.8% | +141.0% | -7.2% | +93.8% |
| 10Y | +777.5% | +118.0% | +659.5% | +581.7% |
| All | +3,429.0% | +242.1% | +3,186.9% | +1,842.5% |
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