+50.2%
XOP vs UAL
+103.3%
-53.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.8% | +4.5% | +2.5% |
| 7D | +0.6% | +3.5% | -2.8% | -0.5% |
| 30D | +16.5% | -16.5% | +33.0% | +22.5% |
| 3M | +15.7% | +2.8% | +12.9% | +12.7% |
| 6M | +19.2% | +17.6% | +1.6% | +8.4% |
| YTD | +55.0% | -3.2% | +58.2% | +48.5% |
| 1Y | +54.2% | +0.4% | +53.7% | +44.4% |
| 3Y | +35.9% | +128.2% | -92.3% | -12.9% |
| 5Y | +162.4% | +137.7% | +24.7% | +53.0% |
| 10Y | +50.2% | +99.1% | -49.0% | -21.0% |
| All | +50.2% | +103.3% | -53.2% | -21.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling