-0.2%
DASH vs ORLY
+121.3%
-121.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.3% | -3.1% | -4.6% |
| 7D | -11.2% | -2.3% | -8.8% | -10.5% |
| 30D | -7.3% | -8.2% | +0.9% | -4.7% |
| 3M | +31.4% | -3.5% | +35.0% | +32.7% |
| 6M | +11.9% | -9.2% | +21.1% | +14.9% |
| YTD | -11.5% | -5.8% | -5.7% | -10.7% |
| 1Y | -20.0% | -19.3% | -0.7% | -14.6% |
| 3Y | +143.9% | +34.4% | +109.5% | +106.6% |
| 5Y | -0.2% | +117.8% | -118.1% | -42.2% |
| All | -0.2% | +121.3% | -121.5% | -42.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling