+12.5%
UAL vs XRT
+12.7%
-0.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.2% | -2.3% |
| 7D | -3.0% | +1.7% | -4.8% | -5.0% |
| 30D | +10.5% | +7.5% | +3.0% | +0.3% |
| 3M | -13.5% | +2.2% | -15.7% | -15.7% |
| 6M | +14.2% | +14.7% | -0.4% | -7.3% |
| YTD | -2.2% | +7.5% | -9.7% | -11.2% |
| 1Y | +12.5% | +14.1% | -1.6% | -3.8% |
| All | +12.5% | +12.7% | -0.2% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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