+267.0%
RTX vs UAL
+94.5%
+172.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.3% | -1.7% |
| 7D | -5.1% | +8.2% | -13.3% | -7.1% |
| 30D | +5.1% | +2.3% | +2.8% | +4.1% |
| 3M | -14.8% | -12.7% | -2.1% | -12.5% |
| 6M | +8.0% | +12.7% | -4.7% | +3.2% |
| YTD | +4.5% | +0.8% | +3.6% | +1.3% |
| 1Y | +9.8% | +17.8% | -7.9% | +1.9% |
| 3Y | +144.2% | +206.7% | -62.5% | +58.2% |
| 5Y | +131.4% | +113.9% | +17.5% | +57.1% |
| All | +267.0% | +94.5% | +172.5% | +138.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling