+82.2%
UBER vs UAL
+33.4%
+48.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -1.1% |
| 7D | -3.9% | +0.7% | -4.6% | -4.1% |
| 30D | +11.1% | -16.1% | +27.2% | +17.9% |
| 3M | +4.9% | +6.1% | -1.2% | +1.8% |
| 6M | -1.2% | +10.8% | -12.0% | -6.9% |
| YTD | -7.3% | -0.4% | -6.9% | -10.1% |
| 1Y | -17.6% | +5.0% | -22.7% | -22.4% |
| 3Y | +61.1% | +124.0% | -63.0% | +3.8% |
| 5Y | +87.9% | +141.0% | -53.1% | +14.3% |
| All | +82.2% | +33.4% | +48.9% | +23.4% |
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 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