+30.1%
XEL vs UAL
+131.8%
-101.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.8% | +4.4% | +1.6% |
| 7D | +1.3% | +3.5% | -2.1% | +1.2% |
| 30D | -1.5% | -16.5% | +14.9% | -0.8% |
| 3M | -0.2% | +2.8% | -3.0% | -0.4% |
| 6M | -5.4% | +17.6% | -23.0% | -6.2% |
| YTD | +5.6% | -3.2% | +8.9% | +5.4% |
| 1Y | +10.5% | +0.4% | +10.0% | +9.9% |
| 3Y | +49.2% | +128.2% | -79.0% | +39.8% |
| 5Y | +30.1% | +137.7% | -107.6% | +20.4% |
| All | +30.1% | +131.8% | -101.7% | +20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling