+52.6%
XOM vs UAL
+22.8%
+29.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +8.0% | -12.6% | -2.3% |
| 7D | -7.0% | +11.9% | -18.9% | -3.7% |
| 30D | +3.2% | +5.2% | -2.0% | +5.4% |
| 3M | +10.7% | -12.7% | +23.4% | +8.2% |
| 6M | +11.6% | +28.5% | -16.9% | +20.2% |
| YTD | +43.5% | +3.5% | +40.0% | +52.0% |
| 1Y | +52.6% | +27.5% | +25.1% | +63.5% |
| All | +52.6% | +22.8% | +29.8% | +63.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling