+6,970.3%
STX vs UAL
+242.1%
+6,728.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.5% | +3.8% | +5.9% |
| 7D | +2.4% | +0.7% | +1.6% | +2.2% |
| 30D | +1.4% | -16.1% | +17.5% | +4.6% |
| 3M | -8.2% | +6.1% | -14.4% | -9.5% |
| 6M | +127.0% | +10.8% | +116.2% | +121.6% |
| YTD | +209.1% | -0.4% | +209.5% | +207.0% |
| 1Y | +365.4% | +5.0% | +360.4% | +356.6% |
| 3Y | +1,135.4% | +124.0% | +1,011.4% | +936.1% |
| 5Y | +991.5% | +141.0% | +850.5% | +786.0% |
| 10Y | +3,695.8% | +118.0% | +3,577.8% | +2,790.6% |
| All | +6,970.3% | +242.1% | +6,728.3% | +4,282.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling