+791.9%
CDE vs ORLY
+34.2%
+757.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.1% |
| 7D | -3.1% | -2.4% | -0.8% | -2.9% |
| 30D | +9.5% | -6.8% | +16.2% | +10.2% |
| 3M | +25.5% | -4.8% | +30.2% | +26.1% |
| 6M | -7.9% | -9.1% | +1.2% | -6.8% |
| YTD | +15.6% | -5.9% | +21.5% | +16.9% |
| 1Y | +34.0% | -20.4% | +54.5% | +37.0% |
| 3Y | +791.9% | +36.6% | +755.3% | +780.3% |
| All | +791.9% | +34.2% | +757.7% | +780.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling