+3,779.8%
ORLY vs UEC
+74.4%
+3,705.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.7% | +0.4% |
| 7D | -1.0% | -0.2% | -0.9% | -1.0% |
| 30D | -6.7% | +1.9% | -8.6% | -6.9% |
| 3M | -3.8% | +8.9% | -12.7% | -4.6% |
| 6M | -9.0% | -14.5% | +5.4% | -9.1% |
| YTD | -5.6% | -0.7% | -4.9% | -6.8% |
| 1Y | -19.5% | -4.1% | -15.4% | -20.8% |
| 3Y | +34.7% | +148.9% | -114.2% | +22.6% |
| 5Y | +118.0% | +300.0% | -182.0% | +86.1% |
| 10Y | +364.1% | +994.3% | -630.2% | +245.9% |
| All | +3,779.8% | +74.4% | +3,705.4% | +2,723.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling