+25.4%
UAL vs LNT
+12.4%
+13.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +12.5% | +1.6% | +10.9% | +12.3% |
| 30D | +12.2% | +12.1% | +0.1% | +12.0% |
| 3M | -2.6% | +8.2% | -10.8% | -2.9% |
| 6M | +21.1% | +3.6% | +17.4% | +20.7% |
| YTD | +7.8% | +16.2% | -8.4% | +10.7% |
| 1Y | +25.4% | +12.8% | +12.6% | +29.5% |
| All | +25.4% | +12.4% | +13.0% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 1y: compounded portfolio wealth divided by compounded LNT 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…
1y analysis · Full analysis span regression · 6 months rolling