+136.8%
GOOGL vs UAL
+142.0%
-5.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -1.7% |
| 7D | -2.3% | +0.7% | -3.0% | -2.5% |
| 30D | -6.6% | -16.1% | +9.6% | -3.1% |
| 3M | -8.9% | +6.1% | -15.1% | -10.6% |
| 6M | +11.9% | +10.8% | +1.0% | +8.2% |
| YTD | +8.3% | -0.4% | +8.7% | +6.5% |
| 1Y | +46.2% | +5.0% | +41.2% | +41.4% |
| 3Y | +151.9% | +124.0% | +27.9% | +96.1% |
| All | +136.8% | +142.0% | -5.2% | +68.8% |
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 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