+157.1%
HPQ vs UAL
+97.8%
+59.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.8% | +3.7% | +2.4% |
| 7D | -3.2% | +2.3% | -5.5% | -3.9% |
| 30D | -3.0% | +13.3% | -16.4% | -6.5% |
| 3M | +0.6% | -6.3% | +6.9% | +1.8% |
| 6M | +36.6% | +22.5% | +14.1% | +27.2% |
| YTD | +35.0% | +5.9% | +29.1% | +29.0% |
| 1Y | +23.1% | +24.7% | -1.6% | +12.2% |
| 3Y | +18.6% | +211.6% | -192.9% | -19.9% |
| 5Y | +10.3% | +130.6% | -120.2% | -22.6% |
| 10Y | +157.1% | +96.5% | +60.6% | +79.3% |
| All | +157.1% | +97.8% | +59.3% | +79.3% |
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 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