+685.4%
CVX vs UAL
+242.1%
+443.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.8% | -1.6% |
| 7D | +3.3% | +0.7% | +2.6% | +3.2% |
| 30D | +12.9% | -16.1% | +29.0% | +15.0% |
| 3M | +11.7% | +6.1% | +5.6% | +10.3% |
| 6M | +14.1% | +10.8% | +3.3% | +11.3% |
| YTD | +40.7% | -0.4% | +41.1% | +38.4% |
| 1Y | +37.5% | +5.0% | +32.5% | +33.9% |
| 3Y | +43.9% | +124.0% | -80.1% | +24.4% |
| 5Y | +161.5% | +141.0% | +20.5% | +118.4% |
| 10Y | +215.1% | +118.0% | +97.1% | +154.1% |
| All | +685.4% | +242.1% | +443.3% | +441.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling