+25.2%
UAL vs XME
+3.2%
+22.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +5.5% | +1.3% | +3.9% |
| 7D | +10.2% | +0.9% | +9.3% | +9.6% |
| 30D | +12.0% | -7.3% | +19.3% | +16.3% |
| 3M | -7.1% | -14.8% | +7.7% | +0.4% |
| 6M | +20.9% | -18.4% | +39.3% | +31.6% |
| YTD | +7.7% | -4.7% | +12.3% | +2.8% |
| All | +25.2% | +3.2% | +22.0% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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