+146.6%
XLK vs UAL
+136.8%
+9.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.3% |
| 7D | +2.3% | -1.1% | +3.5% | +2.6% |
| 30D | +0.8% | -13.4% | +14.3% | +4.5% |
| 3M | +4.1% | -2.3% | +6.3% | +4.2% |
| 6M | +34.8% | +13.3% | +21.4% | +28.9% |
| YTD | +30.8% | -4.2% | +35.0% | +29.9% |
| 1Y | +42.4% | +1.4% | +41.0% | +38.6% |
| 3Y | +121.8% | +125.8% | -4.0% | +66.5% |
| 5Y | +146.6% | +130.0% | +16.6% | +73.1% |
| All | +146.6% | +136.8% | +9.8% | +73.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling