+112.3%
UAL vs LII
+19.9%
+92.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.0% | +4.0% | +3.1% |
| 7D | +8.2% | -0.6% | +8.8% | +8.7% |
| 30D | +2.3% | -4.6% | +6.9% | +4.5% |
| 3M | -12.7% | -21.2% | +8.5% | -1.1% |
| 6M | +12.7% | -36.4% | +49.1% | +41.0% |
| YTD | +0.8% | -28.9% | +29.8% | +17.0% |
| 1Y | +17.8% | -29.5% | +47.3% | +37.2% |
| 3Y | +206.7% | -8.6% | +215.3% | +198.9% |
| All | +112.3% | +19.9% | +92.4% | +62.2% |
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