+103.5%
XBI vs UAL
+125.0%
-21.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.5% | -1.3% |
| 7D | -3.6% | -1.1% | -2.5% | -3.4% |
| 30D | +0.9% | -13.4% | +14.3% | +3.9% |
| 3M | +21.4% | -2.3% | +23.7% | +21.5% |
| 6M | +25.5% | +13.3% | +12.2% | +20.9% |
| YTD | +30.8% | -4.2% | +35.0% | +29.7% |
| 1Y | +68.6% | +1.4% | +67.2% | +64.5% |
| All | +103.5% | +125.0% | -21.6% | +50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling