+58.1%
XLE vs UAL
+197.6%
-139.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.1% | -0.1% |
| 7D | -12.0% | +8.2% | -20.2% | -12.2% |
| 30D | -2.7% | +2.3% | -5.1% | -2.8% |
| 3M | +6.6% | -12.7% | +19.3% | +7.2% |
| 6M | +9.5% | +12.7% | -3.2% | +8.1% |
| YTD | +40.6% | +0.8% | +39.7% | +39.7% |
| 1Y | +43.6% | +17.8% | +25.8% | +39.4% |
| 3Y | +58.1% | +206.7% | -148.6% | +32.7% |
| All | +58.1% | +197.6% | -139.5% | +32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling