+36.0%
KMB vs UAL
+94.5%
-58.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.0% | -3.9% | -1.9% |
| 7D | +0.5% | +8.2% | -7.7% | +0.2% |
| 30D | +12.4% | +2.3% | +10.1% | +12.2% |
| 3M | +1.0% | -12.7% | +13.7% | +1.4% |
| 6M | +12.1% | +12.7% | -0.5% | +11.6% |
| YTD | +11.6% | +0.8% | +10.8% | +11.2% |
| 1Y | +13.1% | +17.8% | -4.7% | +12.2% |
| 3Y | +1.6% | +206.7% | -205.1% | -3.3% |
| 5Y | -0.3% | +113.9% | -114.2% | -4.7% |
| All | +36.0% | +94.5% | -58.6% | +28.8% |
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