+1,051.1%
VLO vs UAL
+246.2%
+804.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.0% | -3.4% | -1.7% |
| 7D | -13.3% | +8.2% | -21.5% | -14.8% |
| 30D | -18.3% | +2.3% | -20.6% | -19.1% |
| 3M | +14.3% | -12.7% | +27.0% | +16.4% |
| 6M | +47.6% | +12.7% | +34.9% | +41.5% |
| YTD | +116.0% | +0.8% | +115.1% | +108.4% |
| 1Y | +101.0% | +17.8% | +83.2% | +87.5% |
| 3Y | +199.0% | +206.7% | -7.7% | +120.8% |
| 5Y | +419.0% | +113.9% | +305.2% | +297.1% |
| 10Y | +778.2% | +97.0% | +681.2% | +543.2% |
| All | +1,051.1% | +246.2% | +804.9% | +520.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling