+361.0%
ORLY vs UUUU
+465.5%
-104.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +0.6% |
| 7D | -2.4% | -10.5% | +8.1% | -1.9% |
| 30D | -6.8% | -10.5% | +3.7% | -6.4% |
| 3M | -4.8% | -14.1% | +9.4% | -4.3% |
| 6M | -9.1% | -35.5% | +26.4% | -7.8% |
| YTD | -5.9% | -10.9% | +5.0% | -6.7% |
| 1Y | -20.4% | +3.4% | -23.8% | -22.3% |
| 3Y | +36.6% | +73.1% | -36.5% | +26.6% |
| 5Y | +117.3% | +87.1% | +30.2% | +94.5% |
| All | +361.0% | +465.5% | -104.5% | +237.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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