+277.8%
PSX vs UAL
+109.3%
+168.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.0% | -2.6% | -0.8% |
| 7D | -13.1% | +8.2% | -21.3% | -14.0% |
| 30D | -9.5% | +2.3% | -11.9% | -10.0% |
| 3M | +20.2% | -12.7% | +32.9% | +21.9% |
| 6M | +44.9% | +12.7% | +32.2% | +40.6% |
| YTD | +94.4% | +0.8% | +93.6% | +90.3% |
| 1Y | +83.1% | +17.8% | +65.3% | +73.4% |
| 3Y | +132.2% | +206.7% | -74.5% | +78.6% |
| All | +277.8% | +109.3% | +168.5% | +219.4% |
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