+132.6%
RTX vs UAL
+109.3%
+23.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.3% | -1.5% |
| 7D | -5.1% | +8.2% | -13.3% | -6.1% |
| 30D | +5.1% | +2.3% | +2.8% | +4.7% |
| 3M | -14.8% | -12.7% | -2.1% | -13.7% |
| 6M | +8.0% | +12.7% | -4.7% | +5.8% |
| YTD | +4.5% | +0.8% | +3.6% | +3.0% |
| 1Y | +9.8% | +17.8% | -7.9% | +6.2% |
| 3Y | +144.2% | +206.7% | -62.5% | +96.9% |
| All | +132.6% | +109.3% | +23.3% | +101.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling