+16,430.8%
UNH vs ORLY
+52,521.5%
-36,090.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.6% | -1.1% |
| 7D | -3.2% | -2.1% | -1.0% | -2.7% |
| 30D | -3.5% | -7.6% | +4.2% | -1.8% |
| 3M | -4.2% | -5.5% | +1.3% | -3.2% |
| 6M | +38.3% | -9.7% | +48.0% | +40.8% |
| YTD | +19.2% | -6.2% | +25.5% | +20.2% |
| 1Y | +15.0% | -18.6% | +33.6% | +19.4% |
| 3Y | -14.5% | +33.8% | -48.4% | -21.0% |
| 5Y | +4.6% | +116.5% | -112.0% | -13.4% |
| 10Y | +241.1% | +361.0% | -119.9% | +139.7% |
| All | +16,430.8% | +52,521.5% | -36,090.7% | +5,885.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ORLY.
Daily Out/Under-Performance
Portfolio return minus ORLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ORLY 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 ORLY 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