+71.2%
UBER vs UAL
+44.2%
+27.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.8% | -3.0% | +1.4% |
| 7D | +6.7% | +10.2% | -3.5% | +3.0% |
| 30D | -0.5% | +12.0% | -12.5% | -4.6% |
| 3M | -5.1% | -7.1% | +2.0% | -3.3% |
| 6M | -5.7% | +20.9% | -26.6% | -13.5% |
| YTD | -12.9% | +7.7% | -20.6% | -18.2% |
| 1Y | -22.6% | +23.6% | -46.2% | -31.2% |
| 3Y | +42.2% | +222.6% | -180.4% | -20.8% |
| 5Y | +56.4% | +127.9% | -71.6% | -3.3% |
| All | +71.2% | +44.2% | +27.0% | +12.3% |
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