+292.5%
LOW vs UAL
+83.8%
+208.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.0% | +4.2% | -0.6% |
| 7D | +0.1% | +0.7% | -0.6% | -0.1% |
| 30D | +21.3% | +7.8% | +13.5% | +19.3% |
| 3M | +6.0% | -11.1% | +17.1% | +8.2% |
| 6M | +2.6% | +16.1% | -13.5% | -1.1% |
| YTD | -3.6% | -0.5% | -3.1% | -4.8% |
| 1Y | -1.0% | +11.3% | -12.2% | -4.5% |
| 3Y | +24.2% | +192.8% | -168.7% | -6.0% |
| 5Y | +6.3% | +123.3% | -116.9% | -17.8% |
| All | +292.5% | +83.8% | +208.8% | +206.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling