+776.9%
XLK vs UAL
+106.0%
+670.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | -0.4% | -2.0% | +1.6% | 0.0% |
| 30D | -0.5% | -15.7% | +15.2% | +3.0% |
| 3M | +5.0% | +3.6% | +1.4% | +3.9% |
| 6M | +32.9% | +16.9% | +16.0% | +27.5% |
| YTD | +29.0% | -4.8% | +33.7% | +28.6% |
| 1Y | +37.8% | -0.9% | +38.8% | +35.8% |
| 3Y | +118.7% | +124.5% | -5.8% | +76.5% |
| 5Y | +145.6% | +140.2% | +5.4% | +90.3% |
| All | +776.9% | +106.0% | +670.9% | +604.9% |
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