-20.4%
ORLY vs UAL
+0.8%
-21.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.1% | -2.8% | +0.4% |
| 7D | -2.4% | -1.4% | -1.0% | -2.4% |
| 30D | -6.8% | -12.2% | +5.5% | -7.1% |
| 3M | -4.8% | -2.5% | -2.3% | -4.6% |
| 6M | -9.1% | +21.1% | -30.2% | -7.9% |
| YTD | -5.9% | -1.8% | -4.1% | -7.2% |
| 1Y | -20.4% | +0.4% | -20.8% | -21.1% |
| All | -20.4% | +0.8% | -21.2% | -21.1% |
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