+273.4%
UAL vs SU
+188.4%
+85.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -2.4% |
| 7D | +2.3% | -4.3% | +6.5% | +3.6% |
| 30D | +13.3% | -6.2% | +19.5% | +14.9% |
| 3M | -6.3% | +9.7% | -16.0% | -10.2% |
| 6M | +22.5% | +7.3% | +15.2% | +16.7% |
| YTD | +5.9% | +58.7% | -52.9% | -13.1% |
| 1Y | +24.7% | +59.7% | -35.1% | +2.0% |
| 3Y | +211.6% | +129.2% | +82.3% | +122.3% |
| 5Y | +130.6% | +223.7% | -93.1% | +39.8% |
| 10Y | +96.5% | +235.9% | -139.5% | +11.5% |
| All | +273.4% | +188.4% | +85.0% | +40.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling