+27.5%
UAL vs BP
+35.3%
-7.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -4.2% | +12.1% | +5.0% |
| 7D | +11.9% | -8.4% | +20.3% | +5.6% |
| 30D | +5.2% | +2.2% | +3.0% | +7.5% |
| 3M | -12.7% | +8.8% | -21.5% | -6.1% |
| 6M | +28.5% | -0.5% | +29.0% | +34.9% |
| YTD | +3.5% | +36.2% | -32.7% | +16.5% |
| 1Y | +27.5% | +36.6% | -9.0% | +42.8% |
| All | +27.5% | +35.3% | -7.7% | +42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 1y: compounded portfolio wealth divided by compounded BP 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…
1y analysis · Full analysis span regression · 6 months rolling