+38.7%
LIN vs UAL
+205.6%
-166.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.0% | -5.4% | +1.9% |
| 7D | +3.3% | +11.9% | -8.7% | +2.2% |
| 30D | +8.8% | +5.2% | +3.5% | +8.2% |
| 3M | +8.6% | -12.7% | +21.3% | +9.8% |
| 6M | +7.0% | +28.5% | -21.5% | +4.1% |
| YTD | +24.3% | +3.5% | +20.8% | +22.9% |
| 1Y | +27.3% | +27.5% | -0.3% | +22.7% |
| All | +38.7% | +205.6% | -166.9% | +19.8% |
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 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