+22,730.5%
ORLY vs URI
+8,075.0%
+14,655.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.3% |
| 7D | +0.1% | +9.3% | -9.3% | -1.5% |
| 30D | +6.4% | +7.6% | -1.2% | +4.9% |
| 3M | -0.5% | +1.0% | -1.6% | -1.0% |
| 6M | -0.3% | +19.8% | -20.2% | -4.0% |
| YTD | +0.4% | +41.9% | -41.5% | -7.0% |
| 1Y | -6.7% | +33.4% | -40.0% | -12.7% |
| 3Y | +39.3% | +156.0% | -116.8% | +13.5% |
| 5Y | +111.6% | +209.5% | -97.9% | +63.5% |
| 10Y | +422.6% | +1,199.8% | -777.1% | +197.8% |
| All | +22,730.5% | +8,075.0% | +14,655.5% | +6,858.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling