-0.6%
XLK vs UAL
+16.4%
-17.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.0% | +5.7% | +1.2% |
| 7D | +7.0% | +0.7% | +6.3% | +6.6% |
| 30D | -11.5% | +7.8% | -19.2% | -13.3% |
| 3M | -7.9% | -11.1% | +3.2% | -5.4% |
| 6M | -0.6% | +16.1% | -16.7% | -3.4% |
| All | -0.6% | +16.4% | -17.0% | -3.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling