+67.0%
XOP vs UAL
+276.7%
-209.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.5% |
| 7D | -14.7% | +8.2% | -22.9% | -16.0% |
| 30D | -7.7% | +2.3% | -10.0% | -8.4% |
| 3M | +4.4% | -12.7% | +17.1% | +6.0% |
| 6M | +3.5% | +12.7% | -9.2% | -0.3% |
| YTD | +39.4% | +0.8% | +38.6% | +34.9% |
| 1Y | +39.8% | +17.8% | +22.0% | +31.2% |
| 3Y | +29.7% | +206.7% | -177.0% | -0.5% |
| 5Y | +78.6% | +113.9% | -35.3% | +41.9% |
| 10Y | +51.8% | +97.0% | -45.2% | +16.7% |
| All | +67.0% | +276.7% | -209.8% | +11.7% |
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