+200.6%
UAL vs COO
-24.0%
+224.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.4% | -3.1% | -3.9% |
| 7D | +5.0% | +5.3% | -0.2% | +2.7% |
| 30D | -1.2% | +12.5% | -13.8% | -6.5% |
| 3M | -16.8% | -15.1% | -1.6% | -10.4% |
| 6M | +18.0% | +3.7% | +14.3% | +13.7% |
| YTD | -1.2% | -22.5% | +21.3% | +11.4% |
| 1Y | +14.3% | -7.8% | +22.1% | +18.0% |
| All | +200.6% | -24.0% | +224.5% | +216.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling