-50.4%
ORCL vs UAL
+21.5%
-71.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.7% | -1.5% |
| 7D | -6.5% | +12.5% | -19.0% | -8.8% |
| 30D | -16.6% | +12.2% | -28.8% | -18.7% |
| 3M | -21.6% | -2.6% | -19.0% | -21.6% |
| 6M | -39.4% | +21.1% | -60.4% | -42.1% |
| YTD | -38.7% | +7.8% | -46.5% | -40.5% |
| 1Y | -50.4% | +25.4% | -75.8% | -52.2% |
| All | -50.4% | +21.5% | -71.9% | -52.2% |
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 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