+36.2%
HPQ vs UAL
+142.0%
-105.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.5% | -0.3% | +1.6% |
| 7D | +6.9% | +0.7% | +6.2% | +6.7% |
| 30D | +14.4% | -16.1% | +30.6% | +19.5% |
| 3M | +25.6% | +6.1% | +19.5% | +22.6% |
| 6M | +75.0% | +10.8% | +64.2% | +67.1% |
| YTD | +50.7% | -0.4% | +51.1% | +47.2% |
| 1Y | +18.7% | +5.0% | +13.6% | +13.8% |
| 3Y | +21.5% | +124.0% | -102.5% | -9.4% |
| All | +36.2% | +142.0% | -105.8% | -4.8% |
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