+140.2%
UAL vs LYB
-1.9%
+142.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -2.0% | -0.7% | -1.3% | -1.8% |
| 30D | -15.7% | +1.5% | -17.2% | -16.5% |
| 3M | +3.6% | -0.3% | +3.9% | +2.5% |
| 6M | +16.9% | +0.1% | +16.8% | +8.4% |
| YTD | -4.8% | +53.4% | -58.2% | -33.5% |
| 1Y | -0.9% | +25.6% | -26.6% | -22.0% |
| 3Y | +124.5% | -21.3% | +145.8% | +133.2% |
| 5Y | +140.2% | -2.4% | +142.6% | +111.1% |
| All | +140.2% | -1.9% | +142.1% | +111.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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