+3,813.9%
ORLY vs WU
-22.3%
+3,836.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.5% |
| 7D | -1.0% | -4.9% | +3.9% | +0.3% |
| 30D | -6.7% | -1.3% | -5.4% | -6.4% |
| 3M | -3.8% | -3.6% | -0.2% | -4.0% |
| 6M | -9.0% | -24.3% | +15.3% | -3.1% |
| YTD | -5.6% | -21.1% | +15.5% | -0.9% |
| 1Y | -19.5% | -10.3% | -9.2% | -19.0% |
| 3Y | +34.7% | -28.4% | +63.1% | +41.4% |
| 5Y | +118.0% | -51.2% | +169.3% | +151.1% |
| 10Y | +364.1% | -39.6% | +403.8% | +389.1% |
| All | +3,813.9% | -22.3% | +3,836.2% | +3,582.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling