+109.3%
INTC vs UAL
+106.7%
+2.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.8% | -1.3% | +3.7% |
| 7D | -1.0% | +10.2% | -11.2% | -3.5% |
| 30D | -43.3% | +12.0% | -55.3% | -45.0% |
| 3M | -41.6% | -7.1% | -34.5% | -40.6% |
| 6M | -52.5% | +20.9% | -73.4% | -54.8% |
| YTD | +60.9% | +7.7% | +53.2% | +56.7% |
| 1Y | +55.7% | +23.6% | +32.1% | +46.7% |
| 3Y | +59.2% | +222.6% | -163.4% | +16.1% |
| 5Y | +25.0% | +127.9% | -102.9% | -5.1% |
| 10Y | +109.3% | +100.2% | +9.1% | +62.4% |
| All | +109.3% | +106.7% | +2.6% | +62.4% |
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