+955.3%
XBI vs UAL
+242.1%
+713.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -0.8% |
| 7D | +0.9% | +0.7% | +0.2% | +0.7% |
| 30D | +7.1% | -16.1% | +23.2% | +10.1% |
| 3M | +22.9% | +6.1% | +16.8% | +21.3% |
| 6M | +29.7% | +10.8% | +18.9% | +26.7% |
| YTD | +34.5% | -0.4% | +34.9% | +33.2% |
| 1Y | +76.1% | +5.0% | +71.0% | +72.2% |
| 3Y | +103.2% | +124.0% | -20.8% | +70.2% |
| 5Y | +22.8% | +141.0% | -118.1% | -0.1% |
| 10Y | +176.3% | +118.0% | +58.3% | +110.0% |
| All | +955.3% | +242.1% | +713.3% | +491.7% |
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