-36.0%
TWLO vs UAL
+131.8%
-167.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.8% | -0.2% | -2.0% |
| 7D | -1.2% | +3.5% | -4.7% | -2.5% |
| 30D | -6.4% | -16.5% | +10.1% | -0.4% |
| 3M | +6.3% | +2.8% | +3.5% | +3.9% |
| 6M | +76.4% | +17.6% | +58.9% | +60.6% |
| YTD | +58.8% | -3.2% | +62.0% | +54.3% |
| 1Y | +107.1% | +0.4% | +106.7% | +96.8% |
| 3Y | +245.0% | +128.2% | +116.8% | +112.1% |
| 5Y | -36.0% | +137.7% | -173.7% | -65.6% |
| All | -36.0% | +131.8% | -167.7% | -65.6% |
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