+61.9%
LIN vs UAL
+142.0%
-80.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.3% |
| 7D | -2.1% | +0.7% | -2.8% | -2.2% |
| 30D | -2.4% | -16.1% | +13.7% | +0.1% |
| 3M | -5.6% | +6.1% | -11.7% | -6.8% |
| 6M | -3.4% | +10.8% | -14.2% | -5.8% |
| YTD | +13.1% | -0.4% | +13.5% | +11.6% |
| 1Y | +2.5% | +5.0% | -2.6% | -0.2% |
| 3Y | +27.6% | +124.0% | -96.4% | +3.0% |
| All | +61.9% | +142.0% | -80.1% | +20.6% |
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