+267.4%
RTX vs UAL
+80.6%
+186.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.9% | +0.5% |
| 7D | +4.8% | -3.0% | +7.8% | +5.5% |
| 30D | +6.5% | +10.5% | -4.0% | +3.5% |
| 3M | -9.6% | -13.5% | +3.9% | -7.0% |
| 6M | +12.3% | +14.2% | -1.9% | +6.9% |
| YTD | +9.5% | -2.2% | +11.7% | +6.9% |
| 1Y | +15.8% | +12.5% | +3.4% | +8.8% |
| 3Y | +157.0% | +186.8% | -29.8% | +69.5% |
| 5Y | +148.8% | +119.4% | +29.4% | +66.6% |
| All | +267.4% | +80.6% | +186.8% | +133.0% |
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