+3,445.5%
GOOGL vs UAL
+242.1%
+3,203.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -1.5% |
| 7D | -2.3% | +0.7% | -3.0% | -2.4% |
| 30D | -6.6% | -16.1% | +9.6% | -4.2% |
| 3M | -8.9% | +6.1% | -15.1% | -10.0% |
| 6M | +11.9% | +10.8% | +1.0% | +9.5% |
| YTD | +8.3% | -0.4% | +8.7% | +7.3% |
| 1Y | +46.2% | +5.0% | +41.2% | +43.2% |
| 3Y | +151.9% | +124.0% | +27.9% | +115.4% |
| 5Y | +137.7% | +141.0% | -3.3% | +97.1% |
| 10Y | +757.6% | +118.0% | +639.5% | +566.5% |
| All | +3,445.5% | +242.1% | +3,203.4% | +1,852.3% |
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