+78.4%
TXN vs UAL
+127.5%
-49.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +6.8% | -0.2% | +4.7% |
| 7D | -2.1% | +10.2% | -12.3% | -4.7% |
| 30D | +4.7% | +12.0% | -7.3% | +1.3% |
| 3M | +3.9% | -7.1% | +11.0% | +5.7% |
| 6M | +3.8% | +20.9% | -17.1% | -2.5% |
| YTD | +74.2% | +7.7% | +66.5% | +66.8% |
| 1Y | +88.2% | +23.6% | +64.7% | +73.1% |
| 3Y | +124.0% | +222.6% | -98.6% | +50.8% |
| 5Y | +78.4% | +127.9% | -49.6% | +21.5% |
| All | +78.4% | +127.5% | -49.2% | +21.5% |
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