+17.7%
LMT vs UAL
-0.3%
+18.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.1% | -2.2% |
| 7D | -1.3% | -1.1% | -0.2% | -1.3% |
| 30D | -12.5% | -13.4% | +0.9% | -12.6% |
| 3M | -0.5% | -2.3% | +1.8% | -0.8% |
| 6M | -20.0% | +13.3% | -33.4% | -19.9% |
| YTD | +10.4% | -4.2% | +14.6% | +9.6% |
| 1Y | +17.7% | +1.4% | +16.3% | +20.3% |
| All | +17.7% | -0.3% | +18.0% | +20.3% |
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