+22,476.2%
ORLY vs URI
+8,158.7%
+14,317.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.2% | -2.9% | +0.6% |
| 7D | -1.9% | +2.6% | -4.5% | -2.5% |
| 30D | +4.5% | +9.1% | -4.6% | +2.8% |
| 3M | -2.2% | +1.0% | -3.2% | -2.7% |
| 6M | -0.9% | +23.3% | -24.2% | -5.1% |
| YTD | -0.7% | +43.3% | -44.0% | -8.2% |
| 1Y | -8.7% | +35.9% | -44.7% | -14.9% |
| 3Y | +37.7% | +158.6% | -120.9% | +12.1% |
| 5Y | +110.5% | +213.1% | -102.6% | +62.3% |
| 10Y | +416.8% | +1,213.1% | -796.3% | +193.9% |
| All | +22,476.2% | +8,158.7% | +14,317.5% | +6,769.2% |
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