-4.5%
DASH vs ORLY
+204.5%
-209.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | -4.8% | -1.0% | -3.8% | -4.4% |
| 30D | -7.9% | +3.9% | -11.8% | -9.0% |
| 3M | -16.3% | -4.0% | -12.3% | -15.2% |
| 6M | +10.4% | -3.4% | +13.8% | +11.3% |
| YTD | -20.1% | -1.6% | -18.5% | -20.5% |
| 1Y | -11.4% | -7.5% | -3.9% | -10.0% |
| 3Y | +114.1% | +37.7% | +76.4% | +82.2% |
| 5Y | -5.8% | +109.3% | -115.1% | -38.0% |
| All | -4.5% | +204.5% | -209.0% | -46.5% |
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