+137.7%
UAL vs FOXA
+89.1%
+48.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.7% |
| 7D | +3.5% | -0.6% | +4.1% | +3.7% |
| 30D | -16.5% | +2.3% | -18.8% | -17.8% |
| 3M | +2.8% | -2.8% | +5.6% | +2.1% |
| 6M | +17.6% | +9.6% | +8.0% | +6.2% |
| YTD | -3.2% | -9.9% | +6.7% | 0.0% |
| 1Y | +0.4% | +5.4% | -4.9% | -9.0% |
| 3Y | +128.2% | +115.3% | +12.9% | +23.4% |
| 5Y | +137.7% | +93.1% | +44.7% | +33.0% |
| All | +137.7% | +89.1% | +48.7% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 5y: compounded portfolio wealth divided by compounded FOXA 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…
5y analysis · Full analysis span regression · 6 months rolling