+123.8%
STX vs UAL
+22.8%
+101.0%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +8.0% | -16.1% | -10.8% |
| 7D | -20.2% | +11.9% | -32.1% | -23.7% |
| 30D | -37.2% | +5.2% | -42.4% | -38.6% |
| 3M | -34.1% | -12.7% | -21.3% | -31.0% |
| 6M | -24.5% | +28.5% | -53.0% | -34.2% |
| YTD | +102.9% | +3.5% | +99.4% | +90.6% |
| 1Y | +123.8% | +27.5% | +96.3% | +86.4% |
| All | +123.8% | +22.8% | +101.0% | +86.4% |
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