+42.7%
ORCL vs UAL
+117.7%
-75.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.4% | -1.0% |
| 7D | +8.0% | -3.0% | +11.0% | +8.6% |
| 30D | -4.0% | +10.5% | -14.4% | -6.4% |
| 3M | -19.5% | -13.5% | -6.0% | -17.2% |
| 6M | -33.5% | +14.2% | -47.7% | -36.0% |
| YTD | -34.8% | -2.2% | -32.6% | -35.7% |
| 1Y | -41.6% | +12.5% | -54.1% | -44.2% |
| 3Y | +13.8% | +186.8% | -173.1% | -12.7% |
| All | +42.7% | +117.7% | -75.1% | +11.0% |
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