+107.5%
SOXX vs UAL
+0.8%
+106.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.3% | +0.6% |
| 7D | +1.4% | -1.4% | +2.8% | +1.9% |
| 30D | -3.6% | -12.2% | +8.7% | +1.5% |
| 3M | -10.2% | -2.5% | -7.7% | -9.3% |
| 6M | +54.2% | +21.1% | +33.1% | +41.0% |
| YTD | +75.2% | -1.8% | +77.0% | +70.3% |
| 1Y | +107.5% | +0.4% | +107.1% | +93.5% |
| All | +107.5% | +0.8% | +106.7% | +93.5% |
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