+1,335.0%
TSCO vs UAL
+235.7%
+1,099.3%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.3% | -0.3% |
| 7D | +0.3% | -3.0% | +3.3% | +0.6% |
| 30D | +11.3% | +10.5% | +0.9% | +9.8% |
| 3M | +1.5% | -13.5% | +15.0% | +3.2% |
| 6M | +24.0% | +14.2% | +9.7% | +21.1% |
| YTD | -25.7% | -2.2% | -23.4% | -26.3% |
| 1Y | -33.6% | +12.5% | -46.1% | -35.4% |
| 3Y | -1.5% | +186.8% | -188.4% | -17.5% |
| 5Y | -9.6% | +119.4% | -129.0% | -23.4% |
| 10Y | +200.8% | +81.4% | +119.3% | +139.4% |
| All | +1,335.0% | +235.7% | +1,099.3% | +716.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling