+4,197.2%
ORLY vs UAL
+235.7%
+3,961.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +0.9% |
| 7D | +2.6% | -3.0% | +5.6% | +2.9% |
| 30D | +6.3% | +10.5% | -4.1% | +4.8% |
| 3M | -0.4% | -13.5% | +13.1% | +1.1% |
| 6M | +2.8% | +14.2% | -11.4% | +0.3% |
| YTD | +1.1% | -2.2% | +3.3% | -0.2% |
| 1Y | -6.3% | +12.5% | -18.8% | -9.2% |
| 3Y | +38.9% | +186.8% | -148.0% | +14.5% |
| 5Y | +113.1% | +119.4% | -6.3% | +77.2% |
| 10Y | +426.2% | +81.4% | +344.8% | +311.9% |
| All | +4,197.2% | +235.7% | +3,961.5% | +2,220.0% |
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 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