+65.0%
UBER vs UAL
+35.0%
+30.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -1.0% |
| 7D | +5.1% | +8.2% | -3.0% | +2.2% |
| 30D | +0.2% | +2.3% | -2.1% | -0.9% |
| 3M | -2.7% | -12.7% | +10.0% | +1.4% |
| 6M | -13.4% | +12.7% | -26.1% | -18.6% |
| YTD | -16.1% | +0.8% | -16.9% | -19.3% |
| 1Y | -25.5% | +17.8% | -43.3% | -32.7% |
| 3Y | +42.5% | +206.7% | -164.2% | -19.3% |
| 5Y | +45.3% | +113.9% | -68.5% | -8.1% |
| All | +65.0% | +35.0% | +30.0% | +10.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling