+52.7%
XOM vs UAL
-0.3%
+53.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.3% | +2.0% |
| 7D | 0.0% | -1.1% | +1.2% | -0.2% |
| 30D | +3.4% | -13.4% | +16.9% | +0.4% |
| 3M | +11.0% | -2.3% | +13.3% | +10.9% |
| 6M | +10.6% | +13.3% | -2.7% | +14.6% |
| YTD | +39.2% | -4.2% | +43.4% | +42.9% |
| 1Y | +52.7% | +1.4% | +51.3% | +58.0% |
| All | +52.7% | -0.3% | +53.0% | +58.0% |
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