+226.1%
HPQ vs UAL
+98.4%
+127.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.0% | +6.0% | +5.2% |
| 7D | +2.2% | -1.1% | +3.4% | +2.6% |
| 30D | +9.7% | -13.4% | +23.2% | +13.9% |
| 3M | +32.7% | -2.3% | +35.0% | +32.4% |
| 6M | +77.7% | +13.3% | +64.4% | +68.5% |
| YTD | +51.0% | -4.2% | +55.2% | +48.8% |
| 1Y | +18.4% | +1.4% | +17.0% | +14.5% |
| 3Y | +25.6% | +125.8% | -100.2% | -7.4% |
| 5Y | +38.6% | +130.0% | -91.3% | -2.8% |
| 10Y | +226.1% | +104.2% | +121.9% | +104.2% |
| All | +226.1% | +98.4% | +127.7% | +104.2% |
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