+2,190.4%
XLK vs UAL
+242.1%
+1,948.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.8% | +0.3% |
| 7D | +0.9% | +0.7% | +0.2% | +0.7% |
| 30D | +0.7% | -16.1% | +16.8% | +3.3% |
| 3M | -2.9% | +6.1% | -9.1% | -4.0% |
| 6M | +34.3% | +10.8% | +23.4% | +31.4% |
| YTD | +30.4% | -0.4% | +30.8% | +29.4% |
| 1Y | +43.4% | +5.0% | +38.3% | +40.7% |
| 3Y | +116.8% | +124.0% | -7.2% | +86.6% |
| 5Y | +144.0% | +141.0% | +3.1% | +104.1% |
| 10Y | +778.8% | +118.0% | +660.8% | +593.1% |
| All | +2,190.4% | +242.1% | +1,948.4% | +1,291.6% |
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