-44.9%
ORCL vs UAL
+23.5%
-68.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.8% | +10.6% | +9.2% |
| 7D | +3.8% | +2.3% | +1.5% | +3.2% |
| 30D | -6.6% | +13.3% | -19.9% | -9.2% |
| 3M | -11.4% | -6.3% | -5.1% | -10.7% |
| 6M | -33.3% | +22.5% | -55.8% | -36.5% |
| YTD | -33.3% | +5.9% | -39.1% | -35.0% |
| 1Y | -44.9% | +24.7% | -69.6% | -46.7% |
| All | -44.9% | +23.5% | -68.4% | -46.7% |
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