+177.3%
MCD vs UAL
+118.5%
+58.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.5% | -4.0% | -1.8% |
| 7D | -2.8% | +0.7% | -3.5% | -2.9% |
| 30D | -6.0% | -16.1% | +10.1% | -4.1% |
| 3M | -5.6% | +6.1% | -11.7% | -6.6% |
| 6M | -21.9% | +10.8% | -32.7% | -23.5% |
| YTD | -14.7% | -0.4% | -14.3% | -15.6% |
| 1Y | -17.3% | +5.0% | -22.3% | -19.0% |
| 3Y | -2.2% | +124.0% | -126.2% | -17.1% |
| 5Y | +20.3% | +141.0% | -120.7% | -2.6% |
| All | +177.3% | +118.5% | +58.8% | +105.2% |
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