+130.0%
UAL vs SU
+360.6%
-230.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.3% |
| 7D | -1.1% | +1.6% | -2.7% | -1.4% |
| 30D | -13.4% | +10.7% | -24.2% | -15.1% |
| 3M | -2.3% | +13.5% | -15.8% | -5.0% |
| 6M | +13.3% | +21.8% | -8.5% | +6.5% |
| YTD | -4.2% | +58.8% | -63.1% | -17.0% |
| 1Y | +1.4% | +72.0% | -70.6% | -14.4% |
| 3Y | +125.8% | +121.7% | +4.1% | +75.7% |
| 5Y | +130.0% | +350.4% | -220.4% | +45.5% |
| All | +130.0% | +360.6% | -230.6% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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