+868.5%
VLO vs UAL
+109.2%
+759.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.7% |
| 7D | +5.2% | +0.7% | +4.5% | +4.9% |
| 30D | +22.6% | -16.1% | +38.7% | +28.7% |
| 3M | +43.8% | +6.1% | +37.6% | +39.2% |
| 6M | +65.7% | +10.8% | +54.9% | +54.5% |
| YTD | +131.1% | -0.4% | +131.5% | +121.2% |
| 1Y | +143.6% | +5.0% | +138.6% | +126.8% |
| 3Y | +201.4% | +124.0% | +77.4% | +98.6% |
| 5Y | +568.9% | +141.0% | +427.9% | +294.5% |
| All | +868.5% | +109.2% | +759.2% | +442.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling