+36.4%
ORLY vs UAL
+213.3%
-176.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.1% | +1.3% |
| 7D | -1.9% | +2.3% | -4.2% | -2.0% |
| 30D | +4.5% | +13.3% | -8.8% | +4.3% |
| 3M | -2.2% | -6.3% | +4.1% | -2.2% |
| 6M | -0.9% | +22.5% | -23.4% | -1.1% |
| YTD | -0.7% | +5.9% | -6.6% | -1.0% |
| 1Y | -8.7% | +24.7% | -33.4% | -9.3% |
| All | +36.4% | +213.3% | -176.9% | +33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling