+58.0%
TXN vs UAL
+131.8%
-73.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +1.0% |
| 7D | +2.2% | +3.5% | -1.2% | +1.2% |
| 30D | -9.5% | -16.5% | +7.0% | -5.1% |
| 3M | -10.5% | +2.8% | -13.3% | -11.6% |
| 6M | +35.4% | +17.6% | +17.8% | +27.8% |
| YTD | +51.8% | -3.2% | +55.0% | +50.0% |
| 1Y | +42.9% | +0.4% | +42.5% | +39.2% |
| 3Y | +71.3% | +128.2% | -56.8% | +27.4% |
| 5Y | +58.0% | +137.7% | -79.7% | +10.8% |
| All | +58.0% | +131.8% | -73.8% | +10.8% |
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 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