+2,027.7%
XLK vs UAL
+241.7%
+1,786.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.0% | +5.7% | +0.6% |
| 7D | +7.0% | +0.7% | +6.3% | +6.9% |
| 30D | -11.5% | +7.8% | -19.2% | -12.6% |
| 3M | -7.9% | -11.1% | +3.2% | -6.5% |
| 6M | -0.6% | +16.1% | -16.7% | -3.2% |
| YTD | +21.1% | -0.5% | +21.6% | +20.0% |
| 1Y | +18.8% | +11.3% | +7.6% | +15.7% |
| 3Y | +97.3% | +192.8% | -95.6% | +63.5% |
| 5Y | +115.5% | +123.3% | -7.7% | +82.1% |
| 10Y | +723.7% | +84.6% | +639.1% | +562.0% |
| All | +2,027.7% | +241.7% | +1,786.0% | +1,190.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling