+273.8%
RTX vs UAL
+106.7%
+167.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.8% | -3.2% | +1.9% |
| 7D | -3.2% | +10.2% | -13.4% | -5.6% |
| 30D | +5.6% | +12.0% | -6.5% | +2.2% |
| 3M | -11.7% | -7.1% | -4.6% | -10.7% |
| 6M | +12.3% | +20.9% | -8.6% | +5.5% |
| YTD | +8.2% | +7.7% | +0.5% | +3.2% |
| 1Y | +12.6% | +23.6% | -11.0% | +3.3% |
| 3Y | +152.8% | +222.6% | -69.7% | +62.0% |
| 5Y | +140.2% | +127.9% | +12.3% | +60.5% |
| 10Y | +273.8% | +100.2% | +173.6% | +136.7% |
| All | +273.8% | +106.7% | +167.1% | +136.7% |
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