-87.6%
CDE vs ORLY
+52,712.3%
-52,799.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.1% |
| 7D | -3.1% | -2.4% | -0.8% | -2.7% |
| 30D | +9.5% | -6.8% | +16.2% | +10.7% |
| 3M | +25.5% | -4.8% | +30.2% | +26.2% |
| 6M | -7.9% | -9.1% | +1.2% | -6.9% |
| YTD | +15.6% | -5.9% | +21.5% | +16.3% |
| 1Y | +34.0% | -20.4% | +54.5% | +38.4% |
| 3Y | +791.9% | +36.6% | +755.3% | +737.2% |
| 5Y | +197.7% | +117.3% | +80.4% | +158.1% |
| 10Y | +55.0% | +362.7% | -307.7% | +18.9% |
| All | -87.6% | +52,712.3% | -52,799.9% | -93.6% |
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