+51.1%
XEL vs UAL
+210.6%
-159.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.8% | -6.1% | +0.4% |
| 7D | +1.1% | +10.2% | -9.1% | +0.8% |
| 30D | +8.7% | +12.0% | -3.4% | +8.3% |
| 3M | +3.5% | -7.1% | +10.6% | +3.6% |
| 6M | +2.6% | +20.9% | -18.3% | +2.0% |
| YTD | +11.1% | +7.7% | +3.4% | +10.5% |
| 1Y | +2.2% | +23.6% | -21.4% | +1.2% |
| 3Y | +51.1% | +222.6% | -171.5% | +35.5% |
| All | +51.1% | +210.6% | -159.5% | +35.5% |
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 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