-4.1%
XLC vs UAL
+21.4%
-25.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.8% | -4.3% | +1.7% |
| 7D | +7.1% | +10.2% | -3.1% | +5.9% |
| 30D | -2.7% | +12.0% | -14.8% | -4.1% |
| 3M | -3.2% | -7.1% | +3.9% | -2.9% |
| 6M | -7.7% | +20.9% | -28.5% | -9.8% |
| YTD | -8.0% | +7.7% | -15.6% | -10.1% |
| All | -4.1% | +21.4% | -25.4% | -7.8% |
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