+143.6%
VLO vs UAL
+5.0%
+138.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | +0.4% |
| 7D | +5.2% | +0.7% | +4.5% | +5.3% |
| 30D | +22.6% | -16.1% | +38.7% | +19.5% |
| 3M | +43.8% | +6.1% | +37.6% | +45.4% |
| 6M | +65.7% | +10.8% | +54.9% | +71.9% |
| YTD | +131.1% | -0.4% | +131.5% | +140.9% |
| 1Y | +143.6% | +5.0% | +138.6% | +148.2% |
| All | +143.6% | +5.0% | +138.7% | +148.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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