+1,176.8%
ORCL vs UAL
+255.5%
+921.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +8.0% | -9.9% | -3.1% |
| 7D | -14.4% | +11.9% | -26.3% | -15.9% |
| 30D | -12.8% | +5.2% | -18.1% | -13.6% |
| 3M | -14.8% | -12.7% | -2.1% | -13.4% |
| 6M | -30.9% | +28.5% | -59.4% | -33.7% |
| YTD | -35.7% | +3.5% | -39.2% | -36.7% |
| 1Y | -49.5% | +27.5% | -77.0% | -51.8% |
| 3Y | +18.6% | +208.6% | -190.0% | -1.6% |
| 5Y | +38.4% | +135.6% | -97.1% | +16.4% |
| 10Y | +275.2% | +102.3% | +172.9% | +196.7% |
| All | +1,176.8% | +255.5% | +921.3% | +638.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling