+43.2%
EOG vs UAL
+189.3%
-146.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.5% | +1.7% |
| 7D | +7.6% | -3.0% | +10.6% | +7.6% |
| 30D | +3.4% | +10.5% | -7.1% | +3.4% |
| 3M | +12.7% | -13.5% | +26.2% | +13.0% |
| 6M | +19.0% | +14.2% | +4.8% | +17.6% |
| YTD | +55.6% | -2.2% | +57.8% | +55.1% |
| 1Y | +49.5% | +12.5% | +37.0% | +46.2% |
| 3Y | +43.2% | +186.8% | -143.7% | +27.6% |
| All | +43.2% | +189.3% | -146.2% | +27.6% |
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