+1,883.6%
STX vs UAL
+94.5%
+1,789.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.2% | -1.7% |
| 7D | -28.5% | +8.2% | -36.6% | -30.0% |
| 30D | -42.9% | +2.3% | -45.2% | -43.3% |
| 3M | -45.9% | -12.7% | -33.2% | -44.3% |
| 6M | -41.3% | +12.7% | -54.0% | -43.7% |
| YTD | +67.9% | +0.8% | +67.1% | +64.8% |
| 1Y | +66.5% | +17.8% | +48.7% | +57.2% |
| 3Y | +588.0% | +206.7% | +381.3% | +398.3% |
| 5Y | +449.1% | +113.9% | +335.2% | +317.0% |
| All | +1,883.6% | +94.5% | +1,789.1% | +1,428.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling