+210.6%
UAL vs EXPE
+123.2%
+87.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.4% | -4.2% | -2.9% |
| 7D | +2.3% | -17.8% | +20.0% | +11.5% |
| 30D | +13.3% | -3.2% | +16.6% | +13.9% |
| 3M | -6.3% | -19.0% | +12.7% | +1.9% |
| 6M | +22.5% | +17.7% | +4.8% | +10.1% |
| YTD | +5.9% | -7.8% | +13.6% | +4.7% |
| 1Y | +24.7% | -1.4% | +26.0% | +18.5% |
| All | +210.6% | +123.2% | +87.4% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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