+251.3%
UAL vs SYY
+371.0%
-119.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.3% | +3.8% | +3.6% |
| 7D | +0.7% | -2.3% | +3.0% | +2.7% |
| 30D | -16.1% | -4.9% | -11.2% | -12.4% |
| 3M | +6.1% | +8.4% | -2.2% | -1.7% |
| 6M | +10.8% | -7.4% | +18.2% | +16.0% |
| YTD | -0.4% | +11.0% | -11.4% | -13.0% |
| 1Y | +5.0% | -0.2% | +5.3% | +0.3% |
| 3Y | +124.0% | +23.8% | +100.2% | +69.7% |
| 5Y | +141.0% | +18.1% | +122.8% | +95.2% |
| 10Y | +118.0% | +94.6% | +23.4% | +3.8% |
| All | +251.3% | +371.0% | -119.7% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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