+3,852.7%
ORLY vs UUUU
-92.5%
+3,945.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.3% | +5.7% | -0.5% |
| 7D | -2.1% | -5.0% | +2.9% | -2.0% |
| 30D | -7.6% | -7.8% | +0.2% | -7.4% |
| 3M | -5.5% | -0.4% | -5.0% | -5.6% |
| 6M | -9.7% | -32.9% | +23.2% | -9.0% |
| YTD | -6.2% | -6.3% | 0.0% | -6.8% |
| 1Y | -18.6% | +7.9% | -26.6% | -19.9% |
| 3Y | +33.8% | +85.2% | -51.4% | +27.9% |
| 5Y | +116.5% | +97.0% | +19.6% | +103.5% |
| 10Y | +361.0% | +492.6% | -131.6% | +302.3% |
| All | +3,852.7% | -92.5% | +3,945.2% | +3,325.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling