+34.1%
OXY vs UAL
+0.5%
+33.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.4% |
| 7D | +0.9% | -2.0% | +2.9% | +0.3% |
| 30D | +3.6% | -15.7% | +19.2% | -1.2% |
| 3M | +7.1% | +3.6% | +3.5% | +8.4% |
| 6M | +15.7% | +16.9% | -1.2% | +21.5% |
| YTD | +50.1% | -4.8% | +54.9% | +55.4% |
| 1Y | +34.1% | -0.9% | +35.0% | +34.8% |
| All | +34.1% | +0.5% | +33.6% | +34.8% |
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