+75.9%
UBER vs UAL
+29.6%
+46.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.8% | -0.7% | -2.5% |
| 7D | -2.8% | +3.5% | -6.3% | -4.0% |
| 30D | -2.5% | -16.5% | +13.9% | +3.6% |
| 3M | +4.4% | +2.8% | +1.6% | +2.4% |
| 6M | -2.7% | +17.6% | -20.2% | -10.2% |
| YTD | -10.5% | -3.2% | -7.3% | -12.3% |
| 1Y | -22.5% | +0.4% | -22.9% | -25.8% |
| 3Y | +54.8% | +128.2% | -73.4% | -1.1% |
| 5Y | +82.5% | +137.7% | -55.2% | +11.6% |
| All | +75.9% | +29.6% | +46.3% | +20.4% |
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