+54.6%
XLE vs UAL
+127.4%
-72.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.4% | -1.0% |
| 7D | +2.2% | +0.7% | +1.5% | +2.2% |
| 30D | +11.8% | -16.1% | +27.9% | +12.6% |
| 3M | +9.8% | +6.1% | +3.7% | +9.0% |
| 6M | +15.6% | +10.8% | +4.7% | +14.0% |
| YTD | +45.3% | -0.4% | +45.6% | +44.5% |
| 1Y | +48.3% | +5.0% | +43.3% | +46.1% |
| All | +54.6% | +127.4% | -72.8% | +32.4% |
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