+203.8%
DHR vs ORLY
+363.8%
-160.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -3.6% | -2.4% | -1.3% | -3.0% |
| 30D | -2.7% | -6.8% | +4.0% | -1.0% |
| 3M | +10.9% | -4.8% | +15.7% | +11.9% |
| 6M | +3.0% | -9.1% | +12.1% | +5.1% |
| YTD | -12.2% | -5.9% | -6.3% | -11.4% |
| 1Y | +3.3% | -20.4% | +23.7% | +8.9% |
| 3Y | -8.2% | +36.6% | -44.8% | -17.5% |
| 5Y | -29.9% | +117.3% | -147.2% | -45.2% |
| All | +203.8% | +363.8% | -160.0% | +97.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling