+119.2%
ORLY vs UEC
+198.6%
-79.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.2% | +5.5% | +0.6% |
| 7D | -2.4% | -9.4% | +7.1% | -2.0% |
| 30D | -6.8% | -8.0% | +1.2% | -6.6% |
| 3M | -4.8% | -1.7% | -3.1% | -4.9% |
| 6M | -9.1% | -26.1% | +17.1% | -8.6% |
| YTD | -5.9% | -10.5% | +4.6% | -6.3% |
| 1Y | -20.4% | -13.3% | -7.1% | -21.0% |
| 3Y | +36.6% | +116.4% | -79.8% | +26.7% |
| All | +119.2% | +198.6% | -79.4% | +95.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling