+443.8%
EOG vs UAL
+246.2%
+197.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | +1.3% |
| 7D | -11.1% | +8.2% | -19.3% | -12.2% |
| 30D | +2.7% | +2.3% | +0.4% | +2.1% |
| 3M | +8.8% | -12.7% | +21.4% | +10.1% |
| 6M | +10.8% | +12.7% | -1.9% | +7.4% |
| YTD | +44.6% | +0.8% | +43.7% | +40.8% |
| 1Y | +44.6% | +17.8% | +26.8% | +37.3% |
| 3Y | +29.5% | +206.7% | -177.2% | +3.7% |
| 5Y | +96.3% | +113.9% | -17.6% | +60.9% |
| 10Y | +122.4% | +97.0% | +25.4% | +75.5% |
| All | +443.8% | +246.2% | +197.6% | +241.2% |
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 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