+36.6%
ORLY vs WU
-28.7%
+65.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.3% |
| 7D | -2.4% | -3.5% | +1.1% | -2.1% |
| 30D | -6.8% | -2.9% | -3.8% | -6.6% |
| 3M | -4.8% | -2.3% | -2.5% | -5.0% |
| 6M | -9.1% | -25.4% | +16.3% | -7.6% |
| YTD | -5.9% | -21.2% | +15.3% | -4.7% |
| 1Y | -20.4% | -8.9% | -11.5% | -20.4% |
| 3Y | +36.6% | -29.0% | +65.5% | +38.0% |
| All | +36.6% | -28.7% | +65.3% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling