+35.8%
XYZ vs UAL
+10.5%
+25.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.7% | +4.6% | +3.5% |
| 7D | -1.1% | -3.0% | +2.0% | 0.0% |
| 30D | +11.5% | +10.5% | +1.1% | +8.2% |
| 3M | +1.8% | -13.5% | +15.3% | +6.0% |
| 6M | +21.2% | +14.2% | +7.0% | +17.8% |
| YTD | +29.9% | -2.2% | +32.2% | +25.8% |
| 1Y | +35.8% | +12.5% | +23.3% | +29.6% |
| All | +35.8% | +10.5% | +25.2% | +29.6% |
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