+14.3%
UAL vs CSGP
-53.9%
+68.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.6% | -2.9% | -4.5% |
| 7D | +5.0% | +13.9% | -8.9% | +4.8% |
| 30D | -1.2% | +16.0% | -17.2% | -1.3% |
| 3M | -16.8% | +6.1% | -22.9% | -16.7% |
| 6M | +18.0% | -8.2% | +26.1% | +17.8% |
| YTD | -1.2% | -52.3% | +51.1% | +3.5% |
| 1Y | +14.3% | -54.5% | +68.8% | +24.1% |
| All | +14.3% | -53.9% | +68.2% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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