+273.4%
UAL vs FDX
+407.3%
-133.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.6% |
| 7D | +2.3% | -2.1% | +4.3% | +4.0% |
| 30D | +13.3% | +10.4% | +2.9% | +4.8% |
| 3M | -6.3% | +0.5% | -6.7% | -7.0% |
| 6M | +22.5% | +6.5% | +16.0% | +15.4% |
| YTD | +5.9% | +40.2% | -34.4% | -20.7% |
| 1Y | +24.7% | +52.1% | -27.4% | -12.8% |
| 3Y | +211.6% | +72.8% | +138.8% | +85.5% |
| 5Y | +130.6% | +76.3% | +54.3% | +27.2% |
| 10Y | +96.5% | +155.7% | -59.3% | -35.2% |
| All | +273.4% | +407.3% | -133.9% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 all: compounded portfolio wealth divided by compounded FDX 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…
all analysis · Full analysis span regression · 6 months rolling