-15.2%
QCOM vs UAL
+21.8%
-37.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -4.6% | -4.9% | -7.8% |
| 7D | -15.5% | +5.0% | -20.5% | -16.7% |
| 30D | -13.4% | -1.2% | -12.2% | -13.1% |
| 3M | 0.0% | -16.8% | +16.8% | +5.4% |
| 6M | -15.2% | +18.0% | -33.2% | -17.2% |
| All | -15.2% | +21.8% | -37.0% | -17.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling