+8.0%
XEL vs UAL
+5.0%
+3.1%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.3% | -0.8% |
| 7D | -1.0% | +0.7% | -1.7% | -1.0% |
| 30D | -1.9% | -16.1% | +14.2% | -1.9% |
| 3M | -1.9% | +6.1% | -8.0% | -1.7% |
| 6M | -7.4% | +10.8% | -18.3% | -7.5% |
| YTD | +4.1% | -0.4% | +4.4% | +3.4% |
| 1Y | +8.0% | +5.0% | +3.0% | +7.0% |
| All | +8.0% | +5.0% | +3.1% | +7.0% |
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