+750.9%
GOOGL vs UAL
+103.3%
+647.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.5% |
| 7D | +1.1% | +3.5% | -2.4% | +0.4% |
| 30D | -4.4% | -16.5% | +12.0% | -1.4% |
| 3M | -6.8% | +2.8% | -9.6% | -7.6% |
| 6M | +13.6% | +17.6% | -4.0% | +9.4% |
| YTD | +8.3% | -3.2% | +11.5% | +7.5% |
| 1Y | +44.9% | +0.4% | +44.5% | +42.3% |
| 3Y | +150.5% | +128.2% | +22.3% | +105.1% |
| 5Y | +137.7% | +137.7% | 0.0% | +87.8% |
| 10Y | +750.9% | +99.1% | +651.8% | +571.4% |
| All | +750.9% | +103.3% | +647.6% | +571.4% |
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