+30.6%
ORCL vs UAL
+109.3%
-78.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.4% |
| 7D | -11.2% | +8.2% | -19.3% | -12.8% |
| 30D | -18.8% | +2.3% | -21.2% | -19.4% |
| 3M | -18.8% | -12.7% | -6.1% | -16.7% |
| 6M | -39.7% | +12.7% | -52.4% | -41.8% |
| YTD | -39.6% | +0.8% | -40.5% | -40.8% |
| 1Y | -51.7% | +17.8% | -69.5% | -54.3% |
| 3Y | +10.2% | +206.7% | -196.5% | -16.5% |
| All | +30.6% | +109.3% | -78.7% | +1.7% |
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 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