+28.9%
UAL vs AAOX
-93.5%
+122.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -14.9% | +15.0% | +0.5% |
| 7D | +12.5% | -48.3% | +60.7% | +13.8% |
| 30D | +12.2% | -84.3% | +96.5% | +16.3% |
| 3M | -2.6% | -91.4% | +88.9% | +1.4% |
| 6M | +21.1% | -96.3% | +117.4% | +23.3% |
| All | +28.9% | -93.5% | +122.4% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 10y: compounded portfolio wealth divided by compounded AAOX 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…
10y analysis · Full analysis span regression · 6 months rolling