+120.7%
XLK vs UAL
+125.0%
-4.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.2% |
| 7D | +2.3% | -1.1% | +3.5% | +2.6% |
| 30D | +0.8% | -13.4% | +14.3% | +4.2% |
| 3M | +4.1% | -2.3% | +6.3% | +4.3% |
| 6M | +34.8% | +13.3% | +21.4% | +29.4% |
| YTD | +30.8% | -4.2% | +35.0% | +30.0% |
| 1Y | +42.4% | +1.4% | +41.0% | +39.0% |
| All | +120.7% | +125.0% | -4.4% | +75.3% |
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