+186.8%
UAL vs BP
+51.6%
+135.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -1.7% |
| 7D | -3.0% | +3.8% | -6.8% | -2.7% |
| 30D | +10.5% | -5.3% | +15.8% | +10.0% |
| 3M | -13.5% | +9.3% | -22.7% | -13.5% |
| 6M | +14.2% | +7.2% | +7.0% | +14.6% |
| YTD | -2.2% | +38.0% | -40.3% | -10.9% |
| 1Y | +12.5% | +33.2% | -20.7% | +3.7% |
| 3Y | +186.8% | +50.3% | +136.5% | +139.3% |
| All | +186.8% | +51.6% | +135.3% | +139.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling