+111.9%
INTC vs UAL
+80.6%
+31.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -2.1% |
| 7D | +6.0% | -3.0% | +9.0% | +6.8% |
| 30D | -39.2% | +10.5% | -49.7% | -40.9% |
| 3M | -42.9% | -13.5% | -29.5% | -40.9% |
| 6M | -50.4% | +14.2% | -64.6% | -52.2% |
| YTD | +61.7% | -2.2% | +63.9% | +61.4% |
| 1Y | +66.1% | +12.5% | +53.6% | +60.4% |
| 3Y | +58.1% | +186.8% | -128.7% | +18.7% |
| 5Y | +27.9% | +119.4% | -91.5% | -1.6% |
| All | +111.9% | +80.6% | +31.4% | +72.9% |
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