+38.3%
KMB vs UAL
+80.6%
-42.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +2.2% |
| 7D | +0.9% | -3.0% | +4.0% | +1.0% |
| 30D | +10.1% | +10.5% | -0.4% | +9.7% |
| 3M | 0.0% | -13.5% | +13.5% | +0.5% |
| 6M | +15.7% | +14.2% | +1.5% | +15.1% |
| YTD | +12.6% | -2.2% | +14.9% | +12.4% |
| 1Y | +10.1% | +12.5% | -2.4% | +9.4% |
| 3Y | +2.1% | +186.8% | -184.7% | -2.5% |
| 5Y | -0.7% | +119.4% | -120.0% | -5.1% |
| All | +38.3% | +80.6% | -42.3% | +33.4% |
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