+2,834.4%
SOXX vs UAL
+229.0%
+2,605.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +0.9% |
| 7D | +6.1% | -1.1% | +7.2% | +6.3% |
| 30D | +0.5% | -13.4% | +13.9% | +3.3% |
| 3M | -5.3% | -2.3% | -3.0% | -4.9% |
| 6M | +58.3% | +13.3% | +45.0% | +54.0% |
| YTD | +76.8% | -4.2% | +81.1% | +77.1% |
| 1Y | +114.6% | +1.4% | +113.2% | +112.2% |
| 3Y | +229.6% | +125.8% | +103.8% | +174.7% |
| 5Y | +257.3% | +130.0% | +127.4% | +192.1% |
| 10Y | +1,583.2% | +104.2% | +1,479.0% | +1,193.5% |
| All | +2,834.4% | +229.0% | +2,605.4% | +1,569.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling