-5.9%
DASH vs ORLY
+203.1%
-209.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.4% |
| 7D | -2.8% | -0.7% | -2.1% | -2.5% |
| 30D | -9.3% | +3.4% | -12.7% | -10.2% |
| 3M | -15.1% | -3.1% | -12.0% | -14.2% |
| 6M | +8.7% | -3.8% | +12.6% | +9.8% |
| YTD | -21.3% | -2.0% | -19.3% | -21.6% |
| 1Y | -12.7% | -8.9% | -3.8% | -10.8% |
| 3Y | +103.8% | +36.0% | +67.8% | +74.4% |
| 5Y | -16.8% | +106.9% | -123.7% | -45.0% |
| All | -5.9% | +203.1% | -209.0% | -47.2% |
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 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