+1,277.5%
TSCO vs UAL
+242.1%
+1,035.4%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.5% | -1.4% | +0.8% |
| 7D | +0.8% | +0.7% | +0.1% | +0.7% |
| 30D | +5.5% | -16.1% | +21.6% | +7.8% |
| 3M | +20.0% | +6.1% | +13.8% | +18.7% |
| 6M | -29.8% | +10.8% | -40.6% | -31.2% |
| YTD | -28.7% | -0.4% | -28.3% | -29.3% |
| 1Y | -40.9% | +5.0% | -45.9% | -42.0% |
| 3Y | -15.9% | +124.0% | -140.0% | -27.3% |
| 5Y | -3.5% | +141.0% | -144.4% | -19.2% |
| 10Y | +142.2% | +118.0% | +24.2% | +88.0% |
| All | +1,277.5% | +242.1% | +1,035.4% | +682.8% |
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