+9.3%
ORCL vs UAL
+191.7%
-182.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.6% | -2.4% | -5.9% |
| 7D | -17.5% | +5.0% | -22.5% | -18.5% |
| 30D | -20.2% | -1.2% | -18.9% | -20.1% |
| 3M | -19.9% | -16.8% | -3.2% | -17.0% |
| 6M | -37.4% | +18.0% | -55.4% | -40.2% |
| YTD | -40.1% | -1.2% | -38.9% | -41.0% |
| 1Y | -53.4% | +14.3% | -67.7% | -55.6% |
| All | +9.3% | +191.7% | -182.3% | -11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling