+24.8%
LOW vs UAL
+189.3%
-164.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.9% | +0.5% |
| 7D | +1.4% | -3.0% | +4.5% | +2.0% |
| 30D | +21.7% | +10.5% | +11.2% | +19.3% |
| 3M | +5.0% | -13.5% | +18.5% | +7.6% |
| 6M | +4.6% | +14.2% | -9.6% | +1.7% |
| YTD | -3.5% | -2.2% | -1.2% | -4.4% |
| 1Y | +0.5% | +12.5% | -11.9% | -2.7% |
| 3Y | +24.8% | +186.8% | -162.0% | -8.6% |
| All | +24.8% | +189.3% | -164.5% | -8.6% |
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