+73.7%
UAL vs COO
+41.1%
+32.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.5% | -2.2% |
| 7D | -3.0% | +0.5% | -3.5% | -3.2% |
| 30D | +10.5% | +14.2% | -3.7% | +2.6% |
| 3M | -13.5% | -18.2% | +4.7% | -4.2% |
| 6M | +14.2% | +5.3% | +8.9% | +8.3% |
| YTD | -2.2% | -23.6% | +21.3% | +12.4% |
| 1Y | +12.5% | -12.7% | +25.2% | +19.3% |
| 3Y | +186.8% | -24.2% | +211.0% | +216.5% |
| 5Y | +119.4% | -40.0% | +159.4% | +175.8% |
| All | +73.7% | +41.1% | +32.6% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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