+29.5%
EOG vs UAL
+197.6%
-168.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | +1.6% |
| 7D | -11.1% | +8.2% | -19.3% | -11.1% |
| 30D | +2.7% | +2.3% | +0.4% | +2.8% |
| 3M | +8.8% | -12.7% | +21.4% | +9.1% |
| 6M | +10.8% | +12.7% | -1.9% | +9.8% |
| YTD | +44.6% | +0.8% | +43.7% | +44.2% |
| 1Y | +44.6% | +17.8% | +26.8% | +41.1% |
| 3Y | +29.5% | +206.7% | -177.2% | +14.2% |
| All | +29.5% | +197.6% | -168.1% | +14.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling