+45.9%
OXY vs UAL
+22.8%
+23.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +8.0% | -13.1% | -2.2% |
| 7D | -8.8% | +11.9% | -20.7% | -4.7% |
| 30D | -1.7% | +5.2% | -6.9% | +0.9% |
| 3M | +4.5% | -12.7% | +17.3% | +1.2% |
| 6M | -4.0% | +28.5% | -32.5% | +6.1% |
| YTD | +41.4% | +3.5% | +37.9% | +52.7% |
| 1Y | +45.9% | +27.5% | +18.4% | +55.9% |
| All | +45.9% | +22.8% | +23.1% | +55.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling