+719.7%
XLK vs UAL
+80.6%
+639.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.6% |
| 7D | +3.4% | -3.0% | +6.4% | +4.0% |
| 30D | -10.6% | +10.5% | -21.0% | -12.6% |
| 3M | -10.6% | -13.5% | +2.8% | -8.2% |
| 6M | -3.5% | +14.2% | -17.7% | -6.8% |
| YTD | +18.7% | -2.2% | +20.9% | +17.4% |
| 1Y | +19.4% | +12.5% | +6.9% | +14.6% |
| 3Y | +94.5% | +186.8% | -92.4% | +49.4% |
| 5Y | +111.2% | +119.4% | -8.2% | +65.8% |
| All | +719.7% | +80.6% | +639.1% | +569.2% |
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