+29.7%
RCL vs UAL
+21.4%
+8.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.8% | -3.8% | -0.9% |
| 7D | +5.0% | +10.2% | -5.2% | -0.8% |
| 30D | +19.4% | +12.0% | +7.4% | +11.6% |
| 3M | +5.9% | -7.1% | +13.0% | +9.8% |
| 6M | +23.8% | +20.9% | +2.9% | +9.7% |
| YTD | +22.8% | +7.7% | +15.2% | +13.1% |
| All | +29.7% | +21.4% | +8.4% | +13.6% |
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 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