+109.6%
UAL vs LII
+22.0%
+87.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.8% | -1.7% | -3.0% |
| 7D | +5.0% | +0.2% | +4.8% | +5.1% |
| 30D | -1.2% | -4.6% | +3.4% | +0.9% |
| 3M | -16.8% | -21.7% | +4.9% | -5.4% |
| 6M | +18.0% | -32.8% | +50.8% | +43.2% |
| YTD | -1.2% | -27.5% | +26.3% | +13.5% |
| 1Y | +14.3% | -28.0% | +42.3% | +31.6% |
| 3Y | +194.6% | -7.2% | +201.8% | +184.9% |
| 5Y | +109.6% | +22.6% | +87.0% | +59.0% |
| All | +109.6% | +22.0% | +87.6% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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