+635.3%
STX vs UAL
+223.7%
+411.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -17.3% | +12.5% | -29.7% | -20.1% |
| 30D | -35.9% | +12.2% | -48.1% | -38.1% |
| 3M | -37.3% | -2.6% | -34.7% | -37.1% |
| 6M | -35.8% | +21.1% | -56.9% | -40.2% |
| YTD | +82.7% | +7.8% | +74.9% | +74.4% |
| 1Y | +71.6% | +25.4% | +46.2% | +57.0% |
| 3Y | +635.3% | +217.3% | +417.9% | +412.7% |
| All | +635.3% | +223.7% | +411.6% | +412.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling