-14.3%
SLB vs UAL
+95.5%
-109.8%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +2.7% |
| 7D | -1.2% | +2.3% | -3.4% | -1.9% |
| 30D | +4.5% | +13.3% | -8.8% | -0.1% |
| 3M | -4.6% | -6.3% | +1.7% | -3.5% |
| 6M | -6.3% | +22.5% | -28.8% | -14.5% |
| YTD | +35.0% | +5.9% | +29.1% | +27.1% |
| 1Y | +38.8% | +24.7% | +14.1% | +23.1% |
| 3Y | +3.3% | +211.6% | -208.3% | -39.2% |
| 5Y | +73.6% | +130.6% | -56.9% | +5.9% |
| All | -14.3% | +95.5% | -109.8% | -50.0% |
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