+128.2%
UAL vs CPAY
+49.5%
+78.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -1.4% |
| 7D | +3.5% | +0.6% | +2.9% | +3.1% |
| 30D | -16.5% | +3.6% | -20.0% | -18.4% |
| 3M | +2.8% | +16.6% | -13.9% | -7.3% |
| 6M | +17.6% | +29.5% | -11.9% | -2.5% |
| YTD | -3.2% | +35.3% | -38.5% | -23.3% |
| 1Y | +0.4% | +30.6% | -30.2% | -18.7% |
| 3Y | +128.2% | +49.7% | +78.4% | +65.9% |
| All | +128.2% | +49.5% | +78.7% | +65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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