+1,131.8%
VLO vs UAL
+242.1%
+889.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.5% |
| 7D | +5.2% | +0.7% | +4.5% | +5.0% |
| 30D | +22.6% | -16.1% | +38.7% | +26.6% |
| 3M | +43.8% | +6.1% | +37.6% | +41.0% |
| 6M | +65.7% | +10.8% | +54.9% | +58.7% |
| YTD | +131.1% | -0.4% | +131.5% | +125.1% |
| 1Y | +143.6% | +5.0% | +138.6% | +133.4% |
| 3Y | +201.4% | +124.0% | +77.4% | +137.9% |
| 5Y | +568.9% | +141.0% | +427.9% | +402.3% |
| 10Y | +891.8% | +118.0% | +773.8% | +620.8% |
| All | +1,131.8% | +242.1% | +889.7% | +569.7% |
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