+943.2%
XBI vs UAL
+232.4%
+710.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | -0.7% |
| 7D | -0.9% | +3.5% | -4.3% | -1.5% |
| 30D | +2.9% | -16.5% | +19.4% | +5.9% |
| 3M | +26.2% | +2.8% | +23.4% | +25.2% |
| 6M | +30.7% | +17.6% | +13.2% | +26.5% |
| YTD | +32.9% | -3.2% | +36.1% | +32.3% |
| 1Y | +72.3% | +0.4% | +71.8% | +69.7% |
| 3Y | +107.2% | +128.2% | -21.0% | +73.0% |
| 5Y | +23.2% | +137.7% | -114.6% | +0.4% |
| 10Y | +158.5% | +99.1% | +59.4% | +99.3% |
| All | +943.2% | +232.4% | +710.8% | +487.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling