+1,557.0%
TXN vs UAL
+263.5%
+1,293.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.8% | +4.9% | +3.3% |
| 7D | -0.5% | +2.3% | -2.8% | -0.8% |
| 30D | +10.5% | +13.3% | -2.8% | +8.5% |
| 3M | +10.7% | -6.3% | +17.0% | +11.6% |
| 6M | +5.1% | +22.5% | -17.4% | +1.7% |
| YTD | +82.5% | +5.9% | +76.6% | +79.3% |
| 1Y | +98.2% | +24.7% | +73.5% | +90.3% |
| 3Y | +128.4% | +211.6% | -83.2% | +90.7% |
| 5Y | +89.0% | +130.6% | -41.5% | +61.0% |
| 10Y | +481.5% | +96.5% | +385.1% | +374.4% |
| All | +1,557.0% | +263.5% | +1,293.4% | +991.1% |
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 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