+31.6%
RCL vs UAL
+18.2%
+13.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.7% | +0.2% |
| 7D | +6.5% | +8.2% | -1.6% | +1.9% |
| 30D | +15.9% | +2.3% | +13.5% | +14.2% |
| 3M | +2.7% | -12.7% | +15.4% | +10.3% |
| 6M | +15.2% | +12.7% | +2.5% | +6.4% |
| YTD | +19.2% | +0.8% | +18.4% | +14.1% |
| 1Y | +31.6% | +17.8% | +13.8% | +20.5% |
| All | +31.6% | +18.2% | +13.4% | +20.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling