+20.5%
UAL vs AAOX
-93.0%
+113.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +12.6% | -10.5% | +1.7% |
| 7D | +8.2% | -52.9% | +61.0% | +9.6% |
| 30D | +2.3% | -86.9% | +89.3% | +6.3% |
| 3M | -12.7% | -89.6% | +77.0% | -9.4% |
| 6M | +12.7% | -97.3% | +110.0% | +16.1% |
| All | +20.5% | -93.0% | +113.5% | +20.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling