+4,167.9%
ORLY vs UAL
+241.7%
+3,926.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.0% | +7.1% | +1.9% |
| 7D | +0.1% | +0.7% | -0.6% | -0.1% |
| 30D | +6.4% | +7.8% | -1.3% | +5.2% |
| 3M | -0.5% | -11.1% | +10.6% | +0.6% |
| 6M | -0.3% | +16.1% | -16.4% | -2.9% |
| YTD | +0.4% | -0.5% | +0.9% | -1.1% |
| 1Y | -6.7% | +11.3% | -17.9% | -9.5% |
| 3Y | +39.3% | +192.8% | -153.6% | +14.6% |
| 5Y | +111.6% | +123.3% | -11.6% | +75.6% |
| 10Y | +422.6% | +84.6% | +338.0% | +308.2% |
| All | +4,167.9% | +241.7% | +3,926.2% | +2,199.2% |
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