-49.5%
ORCL vs UAL
+22.8%
-72.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +8.0% | -9.9% | -3.5% |
| 7D | -14.4% | +11.9% | -26.3% | -16.5% |
| 30D | -12.8% | +5.2% | -18.1% | -13.9% |
| 3M | -14.8% | -12.7% | -2.1% | -12.9% |
| 6M | -30.9% | +28.5% | -59.4% | -34.8% |
| YTD | -35.7% | +3.5% | -39.2% | -37.1% |
| 1Y | -49.5% | +27.5% | -77.0% | -52.4% |
| All | -49.5% | +22.8% | -72.3% | -52.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling