+130.0%
CVX vs UAL
+117.7%
+12.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.4% | +1.7% |
| 7D | +3.4% | -3.0% | +6.5% | +3.5% |
| 30D | -1.0% | +10.5% | -11.4% | -1.5% |
| 3M | +12.2% | -13.5% | +25.7% | +12.9% |
| 6M | +20.3% | +14.2% | +6.1% | +18.3% |
| YTD | +48.3% | -2.2% | +50.5% | +47.2% |
| 1Y | +46.9% | +12.5% | +34.4% | +43.4% |
| 3Y | +73.1% | +186.8% | -113.7% | +49.8% |
| All | +130.0% | +117.7% | +12.3% | +107.5% |
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 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