+25.2%
UAL vs RIG
+28.0%
-2.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.3% | +8.1% | +6.6% |
| 7D | +10.2% | -17.0% | +27.2% | +7.0% |
| 30D | +12.0% | -6.2% | +18.2% | +10.8% |
| 3M | -7.1% | -1.7% | -5.4% | -7.1% |
| 6M | +20.9% | -19.2% | +40.1% | +19.1% |
| YTD | +7.7% | +25.2% | -17.5% | +1.7% |
| All | +25.2% | +28.0% | -2.8% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 1y: compounded portfolio wealth divided by compounded RIG 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…
1y analysis · Full analysis span regression · 6 months rolling