+25.4%
UAL vs EIX
+11.3%
+14.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +12.5% | +1.0% | +11.5% | +12.4% |
| 30D | +12.2% | +8.9% | +3.3% | +11.6% |
| 3M | -2.6% | -9.8% | +7.2% | -1.7% |
| 6M | +21.1% | -10.2% | +31.3% | +22.3% |
| YTD | +7.8% | +5.9% | +1.9% | +8.9% |
| 1Y | +25.4% | +10.9% | +14.5% | +24.2% |
| All | +25.4% | +11.3% | +14.1% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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