+449.2%
STX vs UAL
+133.8%
+315.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -38.2% |
| 3M | -37.3% | -2.6% | -34.7% | -37.1% |
| 6M | -35.8% | +21.1% | -56.9% | -40.3% |
| YTD | +82.7% | +7.8% | +74.9% | +74.7% |
| 1Y | +71.6% | +25.4% | +46.2% | +56.8% |
| 3Y | +635.3% | +217.3% | +417.9% | +385.4% |
| All | +449.2% | +133.8% | +315.4% | +265.1% |
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 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