+423.4%
NFLX vs UAL
+106.7%
+316.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.8% | -5.9% | -0.1% |
| 7D | +2.6% | +10.2% | -7.6% | +1.2% |
| 30D | -9.0% | +12.0% | -21.1% | -10.6% |
| 3M | -13.7% | -7.1% | -6.7% | -13.2% |
| 6M | -26.9% | +20.9% | -47.8% | -29.3% |
| YTD | -31.8% | +7.7% | -39.4% | -33.6% |
| 1Y | -42.1% | +23.6% | -65.6% | -44.8% |
| 3Y | +47.0% | +222.6% | -175.6% | +17.8% |
| 5Y | -2.5% | +127.9% | -130.5% | -20.1% |
| 10Y | +423.4% | +100.2% | +323.2% | +365.3% |
| All | +423.4% | +106.7% | +316.7% | +365.3% |
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