+116.5%
ORLY vs URA
+121.8%
-5.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.3% | -0.4% |
| 7D | -2.1% | -1.5% | -0.6% | -2.1% |
| 30D | -7.6% | -0.4% | -7.3% | -7.7% |
| 3M | -5.5% | +6.3% | -11.7% | -6.0% |
| 6M | -9.7% | -14.0% | +4.3% | -9.1% |
| YTD | -6.2% | +5.3% | -11.6% | -7.1% |
| 1Y | -18.6% | +11.7% | -30.3% | -20.1% |
| 3Y | +33.8% | +109.8% | -76.0% | +21.6% |
| 5Y | +116.5% | +108.0% | +8.6% | +92.5% |
| All | +116.5% | +121.8% | -5.3% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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