-17.1%
SLB vs UAL
+94.5%
-111.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.5% | -0.1% |
| 7D | -7.1% | +8.2% | -15.3% | -9.6% |
| 30D | +4.1% | +2.3% | +1.8% | +2.8% |
| 3M | -2.6% | -12.7% | +10.0% | +0.6% |
| 6M | -8.6% | +12.7% | -21.2% | -14.3% |
| YTD | +32.2% | +0.8% | +31.4% | +26.5% |
| 1Y | +40.7% | +17.8% | +22.9% | +27.1% |
| 3Y | -4.5% | +206.7% | -211.2% | -43.5% |
| 5Y | +66.4% | +113.9% | -47.5% | +4.3% |
| All | -17.1% | +94.5% | -111.6% | -50.9% |
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