+874.1%
XBI vs UAL
+241.7%
+632.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.0% | +2.7% | -2.3% |
| 7D | +1.9% | +0.7% | +1.2% | +1.8% |
| 30D | +3.0% | +7.8% | -4.8% | +1.6% |
| 3M | -5.1% | -11.1% | +5.9% | -3.5% |
| 6M | +12.2% | +16.1% | -3.9% | +8.8% |
| YTD | +24.1% | -0.5% | +24.6% | +22.8% |
| 1Y | +33.1% | +11.3% | +21.8% | +29.1% |
| 3Y | +127.3% | +192.8% | -65.6% | +82.1% |
| 5Y | +20.2% | +123.3% | -103.0% | -1.0% |
| 10Y | +131.6% | +84.6% | +46.9% | +80.0% |
| All | +874.1% | +241.7% | +632.4% | +445.5% |
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