+5.0%
UAL vs SPXS
-40.2%
+45.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.2% | +3.4% |
| 7D | +0.7% | -0.1% | +0.8% | +0.7% |
| 30D | -16.1% | +0.8% | -16.9% | -15.4% |
| 3M | +6.1% | -4.7% | +10.9% | +4.8% |
| 6M | +10.8% | -29.6% | +40.5% | -10.3% |
| YTD | -0.4% | -29.8% | +29.4% | -18.5% |
| 1Y | +5.0% | -38.9% | +44.0% | -16.5% |
| All | +5.0% | -40.2% | +45.3% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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