+473.2%
VLO vs UAL
+117.7%
+355.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +1.5% |
| 7D | +9.6% | -3.0% | +12.7% | +9.9% |
| 30D | -17.4% | +10.5% | -27.8% | -18.6% |
| 3M | +10.8% | -13.5% | +24.2% | +12.3% |
| 6M | +56.9% | +14.2% | +42.7% | +51.8% |
| YTD | +136.8% | -2.2% | +139.0% | +132.7% |
| 1Y | +120.7% | +12.5% | +108.2% | +110.7% |
| 3Y | +231.9% | +186.8% | +45.1% | +156.3% |
| All | +473.2% | +117.7% | +355.5% | +369.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling