+302.5%
PSX vs UAL
+117.7%
+184.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.0% |
| 7D | +7.8% | -3.0% | +10.8% | +8.1% |
| 30D | -10.9% | +10.5% | -21.4% | -12.2% |
| 3M | +14.5% | -13.5% | +28.0% | +16.1% |
| 6M | +56.1% | +14.2% | +41.9% | +50.9% |
| YTD | +109.6% | -2.2% | +111.8% | +105.8% |
| 1Y | +95.5% | +12.5% | +83.0% | +86.4% |
| 3Y | +156.2% | +186.8% | -30.6% | +99.2% |
| All | +302.5% | +117.7% | +184.8% | +231.7% |
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