+15.6%
SCHW vs UAL
+0.8%
+14.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.1% | -3.2% | -0.3% |
| 7D | -1.9% | -1.4% | -0.5% | -1.7% |
| 30D | -1.6% | -12.2% | +10.6% | -0.6% |
| 3M | +21.3% | -2.5% | +23.7% | +21.0% |
| 6M | +16.5% | +21.1% | -4.6% | +11.9% |
| YTD | +8.4% | -1.8% | +10.2% | +8.6% |
| 1Y | +15.6% | +0.4% | +15.2% | +17.0% |
| All | +15.6% | +0.8% | +14.8% | +17.0% |
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 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