+2,108.4%
STX vs UAL
+97.8%
+2,010.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -1.8% | +11.8% | +10.4% |
| 7D | -1.0% | +2.3% | -3.2% | -1.3% |
| 30D | -26.8% | +13.3% | -40.1% | -29.1% |
| 3M | -32.7% | -6.3% | -26.4% | -31.9% |
| 6M | -33.7% | +22.5% | -56.3% | -37.7% |
| YTD | +101.0% | +5.9% | +95.1% | +94.9% |
| 1Y | +92.7% | +24.7% | +68.0% | +79.4% |
| 3Y | +708.7% | +211.6% | +497.1% | +483.4% |
| 5Y | +504.0% | +130.6% | +373.4% | +350.9% |
| 10Y | +2,108.4% | +96.5% | +2,011.9% | +1,554.1% |
| All | +2,108.4% | +97.8% | +2,010.6% | +1,554.1% |
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