+1,527.5%
META vs UAL
+409.0%
+1,118.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +0.5% |
| 7D | +6.7% | +0.7% | +6.0% | +6.5% |
| 30D | +4.8% | -16.1% | +20.9% | +8.6% |
| 3M | -1.6% | +6.1% | -7.8% | -3.3% |
| 6M | -7.5% | +10.8% | -18.3% | -10.3% |
| YTD | -6.4% | -0.4% | -6.0% | -7.7% |
| 1Y | -17.3% | +5.0% | -22.4% | -19.7% |
| 3Y | +109.9% | +124.0% | -14.1% | +69.0% |
| 5Y | +65.4% | +141.0% | -75.6% | +28.5% |
| 10Y | +391.8% | +118.0% | +273.8% | +253.7% |
| All | +1,527.5% | +409.0% | +1,118.4% | +788.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling