+67.6%
UBER vs UAL
+30.9%
+36.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.6% | +1.4% |
| 7D | +1.6% | -3.0% | +4.6% | +2.6% |
| 30D | +0.6% | +10.5% | -9.9% | -3.2% |
| 3M | -8.2% | -13.5% | +5.3% | -4.0% |
| 6M | -6.7% | +14.2% | -20.9% | -12.8% |
| YTD | -14.7% | -2.2% | -12.5% | -17.2% |
| 1Y | -24.1% | +12.5% | -36.6% | -30.2% |
| 3Y | +33.4% | +186.8% | -153.4% | -22.5% |
| 5Y | +54.5% | +119.4% | -64.9% | -3.2% |
| All | +67.6% | +30.9% | +36.7% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 10y: compounded portfolio wealth divided by compounded UAL 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…
10y analysis · Full analysis span regression · 6 months rolling