+209.5%
CVX vs UAL
+83.8%
+125.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.0% | +7.5% | +2.6% |
| 7D | +1.6% | +0.7% | +0.9% | +1.3% |
| 30D | -0.6% | +7.8% | -8.4% | -2.6% |
| 3M | +11.0% | -11.1% | +22.1% | +12.7% |
| 6M | +18.4% | +16.1% | +2.4% | +12.0% |
| YTD | +45.9% | -0.5% | +46.4% | +40.5% |
| 1Y | +46.7% | +11.3% | +35.4% | +37.2% |
| 3Y | +71.6% | +192.8% | -121.3% | +17.8% |
| 5Y | +131.4% | +123.3% | +8.2% | +60.2% |
| All | +209.5% | +83.8% | +125.7% | +97.8% |
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 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