+25.9%
LMT vs UAL
+22.8%
+3.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +8.0% | -14.9% | -6.5% |
| 7D | -5.5% | +11.9% | -17.4% | -5.0% |
| 30D | +17.5% | +5.2% | +12.2% | +17.9% |
| 3M | +1.6% | -12.7% | +14.3% | +1.8% |
| 6M | +16.3% | +28.5% | -12.2% | +17.4% |
| YTD | +25.3% | +3.5% | +21.7% | +24.4% |
| 1Y | +25.9% | +27.5% | -1.7% | +28.4% |
| All | +25.9% | +22.8% | +3.0% | +28.4% |
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