+2,071.0%
STX vs UAL
+106.7%
+1,964.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +6.8% | +3.0% | +8.1% |
| 7D | -14.8% | +10.2% | -25.0% | -16.8% |
| 30D | -35.4% | +12.0% | -47.4% | -37.2% |
| 3M | -37.7% | -7.1% | -30.6% | -36.7% |
| 6M | -35.2% | +20.9% | -56.1% | -38.9% |
| YTD | +84.4% | +7.7% | +76.7% | +78.1% |
| 1Y | +82.3% | +23.6% | +58.7% | +70.1% |
| 3Y | +646.2% | +222.6% | +423.7% | +434.1% |
| 5Y | +487.4% | +127.9% | +359.5% | +339.4% |
| 10Y | +2,071.0% | +100.2% | +1,970.8% | +1,540.1% |
| All | +2,071.0% | +106.7% | +1,964.3% | +1,540.1% |
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