+36.9%
LMT vs UAL
+21.5%
+15.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.5% |
| 7D | -5.6% | +12.5% | -18.1% | -5.2% |
| 30D | +18.4% | +12.2% | +6.2% | +18.9% |
| 3M | +0.6% | -2.6% | +3.2% | +1.0% |
| 6M | +20.6% | +21.1% | -0.5% | +21.2% |
| YTD | +27.0% | +7.8% | +19.1% | +26.4% |
| 1Y | +36.9% | +25.4% | +11.5% | +38.4% |
| All | +36.9% | +21.5% | +15.3% | +38.4% |
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