+622.2%
GOOGL vs UAL
+106.7%
+515.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.8% | -5.6% | 0.0% |
| 7D | +3.3% | +10.2% | -6.9% | +1.4% |
| 30D | -18.1% | +12.0% | -30.1% | -19.9% |
| 3M | -18.6% | -7.1% | -11.5% | -17.9% |
| 6M | -28.0% | +20.9% | -48.9% | -31.0% |
| YTD | -7.8% | +7.7% | -15.4% | -10.5% |
| 1Y | +3.6% | +23.6% | -19.9% | -2.1% |
| 3Y | +123.4% | +222.6% | -99.2% | +71.8% |
| 5Y | +95.3% | +127.9% | -32.6% | +54.8% |
| 10Y | +622.2% | +100.2% | +522.0% | +483.8% |
| All | +622.2% | +106.7% | +515.5% | +483.8% |
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