+807.5%
XEL vs UAL
+269.7%
+537.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.8% | -6.1% | +0.2% |
| 7D | +1.1% | +10.2% | -9.1% | +0.5% |
| 30D | +8.7% | +12.0% | -3.4% | +7.9% |
| 3M | +3.5% | -7.1% | +10.6% | +3.8% |
| 6M | +2.6% | +20.9% | -18.3% | +1.2% |
| YTD | +11.1% | +7.7% | +3.4% | +9.9% |
| 1Y | +2.2% | +23.6% | -21.4% | +0.3% |
| 3Y | +51.1% | +222.6% | -171.5% | +38.3% |
| 5Y | +48.0% | +127.9% | -79.9% | +36.5% |
| 10Y | +175.3% | +100.2% | +75.1% | +144.7% |
| All | +807.5% | +269.7% | +537.8% | +609.6% |
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