+133.0%
EOG vs UAL
+83.8%
+49.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.0% | +7.2% | +2.5% |
| 7D | +7.4% | +0.7% | +6.7% | +7.1% |
| 30D | +2.3% | +7.8% | -5.5% | -0.1% |
| 3M | +9.5% | -11.1% | +20.5% | +11.3% |
| 6M | +17.7% | +16.1% | +1.6% | +10.4% |
| YTD | +52.9% | -0.5% | +53.4% | +46.0% |
| 1Y | +47.7% | +11.3% | +36.4% | +36.3% |
| 3Y | +41.1% | +192.8% | -151.7% | -8.5% |
| 5Y | +108.2% | +123.3% | -15.0% | +36.6% |
| All | +133.0% | +83.8% | +49.3% | +57.7% |
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