+365.6%
PSX vs UAL
+115.8%
+249.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | -0.5% |
| 7D | +4.5% | +0.7% | +3.8% | +4.3% |
| 30D | +26.6% | -16.1% | +42.7% | +32.3% |
| 3M | +39.3% | +6.1% | +33.1% | +35.1% |
| 6M | +56.8% | +10.8% | +46.0% | +47.4% |
| YTD | +101.8% | -0.4% | +102.2% | +94.1% |
| 1Y | +99.6% | +5.0% | +94.6% | +87.1% |
| 3Y | +140.3% | +124.0% | +16.3% | +65.8% |
| 5Y | +339.3% | +141.0% | +198.4% | +174.9% |
| All | +365.6% | +115.8% | +249.8% | +168.2% |
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 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