+49.9%
XLE vs UAL
+22.8%
+27.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +8.0% | -12.7% | -2.9% |
| 7D | -7.2% | +11.9% | -19.1% | -4.6% |
| 30D | +0.1% | +5.2% | -5.1% | +1.8% |
| 3M | +9.2% | -12.7% | +21.9% | +7.4% |
| 6M | +8.4% | +28.5% | -20.2% | +14.3% |
| YTD | +44.9% | +3.5% | +41.4% | +51.3% |
| 1Y | +49.9% | +27.5% | +22.3% | +56.5% |
| All | +49.9% | +22.8% | +27.0% | +56.5% |
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 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