+33.6%
LMT vs UAL
+131.3%
-97.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.5% | -3.9% | -1.4% |
| 7D | -6.3% | +0.7% | -7.0% | -6.3% |
| 30D | -8.5% | -16.1% | +7.6% | -8.4% |
| 3M | +1.8% | +6.1% | -4.3% | +1.7% |
| 6M | -19.9% | +10.8% | -30.8% | -20.0% |
| YTD | +10.6% | -0.4% | +11.0% | +10.4% |
| 1Y | +17.9% | +5.0% | +12.9% | +17.8% |
| All | +33.6% | +131.3% | -97.7% | +30.0% |
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