+22.2%
LQD vs UAL
+106.0%
-83.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | -1.1% | -2.0% | +0.9% | -1.0% |
| 30D | -1.1% | -15.7% | +14.6% | -0.4% |
| 3M | -2.3% | +3.6% | -6.0% | -2.6% |
| 6M | -2.9% | +16.9% | -19.8% | -3.7% |
| YTD | -2.3% | -4.8% | +2.5% | -2.5% |
| 1Y | -2.2% | -0.9% | -1.2% | -2.6% |
| 3Y | +14.0% | +124.5% | -110.5% | +8.4% |
| 5Y | -5.8% | +140.2% | -145.9% | -11.6% |
| All | +22.2% | +106.0% | -83.8% | +9.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling