-2.7%
NFLX vs UAL
+109.3%
-111.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.0% | -5.3% | -3.7% |
| 7D | +2.1% | +8.2% | -6.0% | +0.4% |
| 30D | -9.0% | +2.3% | -11.4% | -9.7% |
| 3M | -14.0% | -12.7% | -1.3% | -11.9% |
| 6M | -28.2% | +12.7% | -40.9% | -30.9% |
| YTD | -32.4% | +0.8% | -33.2% | -34.3% |
| 1Y | -42.2% | +17.8% | -60.0% | -46.2% |
| 3Y | +45.9% | +206.7% | -160.8% | -6.9% |
| All | -2.7% | +109.3% | -111.9% | -37.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling