+37.8%
LIN vs UAL
+191.7%
-153.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +3.9% | -0.3% |
| 7D | +3.6% | +5.0% | -1.4% | +3.1% |
| 30D | +6.4% | -1.2% | +7.6% | +6.4% |
| 3M | +6.5% | -16.8% | +23.3% | +8.1% |
| 6M | +4.9% | +18.0% | -13.1% | +2.8% |
| YTD | +23.4% | -1.2% | +24.6% | +22.6% |
| 1Y | +26.3% | +14.3% | +12.0% | +23.2% |
| All | +37.8% | +191.7% | -153.9% | +19.5% |
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 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