+17.3%
OXY vs UAL
+80.6%
-63.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +1.1% |
| 7D | +4.2% | -3.0% | +7.2% | +4.9% |
| 30D | -4.3% | +10.5% | -14.8% | -8.0% |
| 3M | +2.3% | -13.5% | +15.8% | +5.2% |
| 6M | +5.5% | +14.2% | -8.7% | -2.9% |
| YTD | +44.9% | -2.2% | +47.1% | +35.9% |
| 1Y | +42.6% | +12.5% | +30.1% | +26.6% |
| 3Y | +0.7% | +186.8% | -186.1% | -43.8% |
| 5Y | +96.9% | +119.4% | -22.5% | +10.2% |
| All | +17.3% | +80.6% | -63.2% | -33.0% |
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