+162.6%
CVX vs UAL
+142.0%
+20.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.8% | -1.4% |
| 7D | +3.3% | +0.7% | +2.6% | +3.3% |
| 30D | +12.9% | -16.1% | +29.0% | +13.9% |
| 3M | +11.7% | +6.1% | +5.6% | +10.7% |
| 6M | +14.1% | +10.8% | +3.3% | +12.4% |
| YTD | +40.7% | -0.4% | +41.1% | +39.6% |
| 1Y | +37.5% | +5.0% | +32.5% | +35.2% |
| 3Y | +43.9% | +124.0% | -80.1% | +27.2% |
| All | +162.6% | +142.0% | +20.6% | +128.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling