+1,883.2%
QQQ vs UAL
+263.5%
+1,619.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.8% | +4.1% | +2.6% |
| 7D | -0.2% | +2.3% | -2.5% | -0.5% |
| 30D | -7.5% | +13.3% | -20.8% | -9.3% |
| 3M | -3.8% | -6.3% | +2.5% | -3.1% |
| 6M | -3.0% | +22.5% | -25.5% | -6.4% |
| YTD | +12.8% | +5.9% | +6.9% | +10.6% |
| 1Y | +11.6% | +24.7% | -13.1% | +6.7% |
| 3Y | +85.6% | +211.6% | -126.0% | +51.8% |
| 5Y | +82.1% | +130.6% | -48.4% | +52.5% |
| 10Y | +538.0% | +96.5% | +441.5% | +403.9% |
| All | +1,883.2% | +263.5% | +1,619.7% | +1,057.6% |
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