+81.7%
KO vs UAL
+136.8%
-55.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.9% |
| 7D | -0.8% | -1.1% | +0.4% | -0.7% |
| 30D | +0.8% | -13.4% | +14.2% | +1.3% |
| 3M | +8.3% | -2.3% | +10.6% | +8.3% |
| 6M | +14.0% | +13.3% | +0.7% | +13.2% |
| YTD | +26.9% | -4.2% | +31.1% | +26.6% |
| 1Y | +32.7% | +1.4% | +31.3% | +31.9% |
| 3Y | +63.9% | +125.8% | -61.9% | +51.5% |
| 5Y | +81.7% | +130.0% | -48.3% | +64.5% |
| All | +81.7% | +136.8% | -55.1% | +64.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling