+50.3%
INTC vs UAL
+197.6%
-147.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.0% | +5.7% | +6.9% |
| 7D | -14.4% | +8.2% | -22.6% | -17.2% |
| 30D | -50.2% | +2.3% | -52.6% | -50.8% |
| 3M | -43.6% | -12.7% | -30.9% | -40.8% |
| 6M | -50.2% | +12.7% | -62.9% | -52.6% |
| YTD | +52.5% | +0.8% | +51.7% | +49.4% |
| 1Y | +51.1% | +17.8% | +33.3% | +40.7% |
| 3Y | +50.3% | +206.7% | -156.4% | -3.2% |
| All | +50.3% | +197.6% | -147.3% | -3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling