+201.1%
CVX vs UAL
+93.6%
+107.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.5% |
| 7D | -9.7% | +8.2% | -17.9% | -11.3% |
| 30D | +3.6% | +2.3% | +1.3% | +2.7% |
| 3M | +13.3% | -12.7% | +26.0% | +15.5% |
| 6M | +16.9% | +12.7% | +4.2% | +11.5% |
| YTD | +43.4% | +0.8% | +42.6% | +37.9% |
| 1Y | +44.5% | +17.8% | +26.7% | +33.5% |
| 3Y | +64.0% | +206.7% | -142.7% | +11.4% |
| 5Y | +126.4% | +113.9% | +12.5% | +59.5% |
| All | +201.1% | +93.6% | +107.6% | +91.5% |
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