+253.8%
INTC vs UAL
+103.3%
+150.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.8% | +11.9% | +9.8% |
| 7D | +17.4% | +3.5% | +14.0% | +16.3% |
| 30D | +2.8% | -16.5% | +19.2% | +7.5% |
| 3M | -5.3% | +2.8% | -8.0% | -5.9% |
| 6M | +140.6% | +17.6% | +123.0% | +130.7% |
| YTD | +183.1% | -3.2% | +186.3% | +183.6% |
| 1Y | +326.8% | +0.4% | +326.3% | +322.1% |
| 3Y | +179.4% | +128.2% | +51.3% | +120.3% |
| 5Y | +111.7% | +137.7% | -26.0% | +60.4% |
| 10Y | +253.8% | +99.1% | +154.7% | +184.0% |
| All | +253.8% | +103.3% | +150.5% | +184.0% |
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