+197.8%
XOM vs UAL
+113.1%
+84.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | +0.3% |
| 7D | -11.4% | +8.2% | -19.6% | -11.5% |
| 30D | +1.1% | +2.3% | -1.2% | +1.1% |
| 3M | +7.8% | -12.7% | +20.5% | +8.2% |
| 6M | +13.0% | +12.7% | +0.3% | +12.1% |
| YTD | +40.6% | +0.8% | +39.8% | +40.0% |
| 1Y | +49.1% | +17.8% | +31.3% | +46.4% |
| 3Y | +72.9% | +206.7% | -133.8% | +51.9% |
| All | +197.8% | +113.1% | +84.8% | +182.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling