+64.0%
XBI vs UAL
+0.8%
+63.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.1% | -3.5% | -1.1% |
| 7D | -4.6% | -1.4% | -3.2% | -4.4% |
| 30D | -2.0% | -12.2% | +10.2% | +0.7% |
| 3M | +17.8% | -2.5% | +20.3% | +17.9% |
| 6M | +23.7% | +21.1% | +2.6% | +17.3% |
| YTD | +28.2% | -1.8% | +30.0% | +24.1% |
| 1Y | +64.0% | +0.4% | +63.5% | +58.7% |
| All | +64.0% | +0.8% | +63.2% | +58.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling