+161.6%
OXY vs UAL
+136.8%
+24.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.1% |
| 7D | +0.6% | -1.1% | +1.8% | +0.7% |
| 30D | +4.5% | -13.4% | +18.0% | +5.5% |
| 3M | +8.9% | -2.3% | +11.2% | +8.4% |
| 6M | +12.5% | +13.3% | -0.9% | +9.6% |
| YTD | +50.5% | -4.2% | +54.7% | +49.1% |
| 1Y | +38.6% | +1.4% | +37.2% | +35.7% |
| 3Y | -1.2% | +125.8% | -127.0% | -16.1% |
| 5Y | +161.6% | +130.0% | +31.7% | +119.4% |
| All | +161.6% | +136.8% | +24.9% | +119.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling