+423.9%
ORLY vs URI
+1,189.9%
-765.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.3% |
| 7D | +0.1% | +9.3% | -9.3% | -1.7% |
| 30D | +6.4% | +7.6% | -1.2% | +4.7% |
| 3M | -0.5% | +1.0% | -1.6% | -1.1% |
| 6M | -0.3% | +19.8% | -20.2% | -4.7% |
| YTD | +0.4% | +41.9% | -41.5% | -8.4% |
| 1Y | -6.7% | +33.4% | -40.0% | -13.8% |
| 3Y | +39.3% | +156.0% | -116.8% | +7.2% |
| 5Y | +111.6% | +209.5% | -97.9% | +50.7% |
| All | +423.9% | +1,189.9% | -765.9% | +147.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling