+118.0%
ORLY vs UAL
+136.8%
-18.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.3% | +0.3% |
| 7D | -1.0% | -1.1% | +0.1% | -1.0% |
| 30D | -6.7% | -13.4% | +6.8% | -6.0% |
| 3M | -3.8% | -2.3% | -1.5% | -3.8% |
| 6M | -9.0% | +13.3% | -22.3% | -9.9% |
| YTD | -5.6% | -4.2% | -1.4% | -5.9% |
| 1Y | -19.5% | +1.4% | -20.9% | -20.1% |
| 3Y | +34.7% | +125.8% | -91.1% | +22.2% |
| 5Y | +118.0% | +130.0% | -11.9% | +90.3% |
| All | +118.0% | +136.8% | -18.7% | +90.3% |
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