+36.1%
ORLY vs UEC
+134.5%
-98.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.0% | +4.3% | -0.6% |
| 7D | -2.1% | -4.3% | +2.1% | -2.1% |
| 30D | -7.6% | -3.8% | -3.8% | -7.6% |
| 3M | -5.5% | +17.0% | -22.5% | -5.8% |
| 6M | -9.7% | -23.9% | +14.2% | -9.5% |
| YTD | -6.2% | -5.7% | -0.6% | -6.2% |
| 1Y | -18.6% | -12.5% | -6.1% | -18.5% |
| All | +36.1% | +134.5% | -98.4% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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