+170.7%
XLE vs UAL
+103.3%
+67.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.8% | +3.9% | +1.8% |
| 7D | 0.0% | +3.5% | -3.5% | -0.8% |
| 30D | +12.6% | -16.5% | +29.1% | +17.1% |
| 3M | +11.8% | +2.8% | +9.1% | +9.7% |
| 6M | +16.1% | +17.6% | -1.5% | +8.4% |
| YTD | +46.9% | -3.2% | +50.1% | +42.9% |
| 1Y | +53.3% | +0.4% | +52.8% | +46.5% |
| 3Y | +54.9% | +128.2% | -73.2% | +9.9% |
| 5Y | +225.7% | +137.7% | +88.0% | +112.6% |
| 10Y | +170.7% | +99.1% | +71.6% | +55.9% |
| All | +170.7% | +103.3% | +67.3% | +55.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling