+1,019.5%
STX vs UAL
+142.0%
+877.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.5% | +3.8% | +5.6% |
| 7D | +2.4% | +0.7% | +1.6% | +2.1% |
| 30D | +1.4% | -16.1% | +17.5% | +6.8% |
| 3M | -8.2% | +6.1% | -14.4% | -10.5% |
| 6M | +127.0% | +10.8% | +116.2% | +116.9% |
| YTD | +209.1% | -0.4% | +209.5% | +203.7% |
| 1Y | +365.4% | +5.0% | +360.4% | +347.6% |
| 3Y | +1,135.4% | +124.0% | +1,011.4% | +804.3% |
| All | +1,019.5% | +142.0% | +877.5% | +665.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling