+226.1%
XLI vs UAL
+80.6%
+145.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.4% | 0.0% |
| 7D | +3.8% | -3.0% | +6.8% | +4.5% |
| 30D | +1.0% | +10.5% | -9.4% | -1.6% |
| 3M | -8.9% | -13.5% | +4.6% | -6.2% |
| 6M | -2.3% | +14.2% | -16.5% | -6.4% |
| YTD | +9.7% | -2.2% | +11.9% | +8.0% |
| 1Y | +12.3% | +12.5% | -0.2% | +6.8% |
| 3Y | +71.5% | +186.8% | -115.4% | +22.9% |
| 5Y | +70.2% | +119.4% | -49.2% | +24.8% |
| All | +226.1% | +80.6% | +145.5% | +137.2% |
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