-9.3%
LHX vs UAL
+22.8%
-32.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +8.0% | -14.4% | -6.6% |
| 7D | -0.3% | +11.9% | -12.3% | -0.7% |
| 30D | +9.7% | +5.2% | +4.4% | +9.5% |
| 3M | -8.5% | -12.7% | +4.2% | -7.7% |
| 6M | -15.1% | +28.5% | -43.6% | -16.9% |
| YTD | -10.4% | +3.5% | -14.0% | -12.3% |
| 1Y | -9.3% | +27.5% | -36.8% | -11.5% |
| All | -9.3% | +22.8% | -32.1% | -11.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling