+21,815.4%
ORLY vs URI
+7,134.6%
+14,680.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.3% |
| 7D | -0.7% | -2.0% | +1.3% | -0.4% |
| 30D | -5.9% | -12.9% | +7.0% | -3.8% |
| 3M | -0.6% | -6.7% | +6.2% | +0.2% |
| 6M | -6.8% | +19.0% | -25.8% | -10.5% |
| YTD | -3.6% | +25.5% | -29.2% | -8.6% |
| 1Y | -16.3% | +5.5% | -21.9% | -18.4% |
| 3Y | +39.1% | +111.3% | -72.2% | +17.4% |
| 5Y | +125.4% | +198.6% | -73.1% | +75.3% |
| 10Y | +366.5% | +1,179.9% | -813.4% | +166.2% |
| All | +21,815.4% | +7,134.6% | +14,680.8% | +6,738.3% |
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