+113.9%
SOXX vs UAL
+5.0%
+108.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.5% | +1.0% | +2.5% |
| 7D | +2.2% | +0.7% | +1.5% | +1.9% |
| 30D | -2.0% | -16.1% | +14.1% | +5.0% |
| 3M | -13.7% | +6.1% | -19.8% | -15.8% |
| 6M | +52.4% | +10.8% | +41.5% | +43.5% |
| YTD | +72.8% | -0.4% | +73.2% | +67.2% |
| 1Y | +113.9% | +5.0% | +108.9% | +97.4% |
| All | +113.9% | +5.0% | +108.9% | +97.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling