-25.5%
UBER vs UAL
-0.3%
-25.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -2.6% |
| 7D | -7.0% | -1.1% | -5.9% | -6.8% |
| 30D | -8.9% | -13.4% | +4.5% | -6.8% |
| 3M | +1.0% | -2.3% | +3.3% | +0.9% |
| 6M | -3.7% | +13.3% | -17.1% | -6.8% |
| YTD | -13.0% | -4.2% | -8.8% | -14.1% |
| 1Y | -25.5% | +1.4% | -26.9% | -26.9% |
| All | -25.5% | -0.3% | -25.3% | -26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling