+70.3%
SLB vs UAL
+132.2%
-61.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -4.3% | +12.5% | -16.7% | -6.2% |
| 30D | +1.9% | +12.2% | -10.2% | -0.3% |
| 3M | -5.7% | -2.6% | -3.1% | -5.7% |
| 6M | -5.3% | +21.1% | -26.4% | -9.8% |
| YTD | +32.2% | +7.8% | +24.3% | +27.7% |
| 1Y | +38.5% | +25.4% | +13.1% | +29.6% |
| 3Y | +1.1% | +217.3% | -216.2% | -23.6% |
| 5Y | +70.3% | +132.9% | -62.6% | +43.2% |
| All | +70.3% | +132.2% | -61.9% | +43.2% |
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 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