-8.2%
DHR vs ORLY
+34.2%
-42.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -3.6% | -2.4% | -1.3% | -3.2% |
| 30D | -2.7% | -6.8% | +4.0% | -1.5% |
| 3M | +10.9% | -4.8% | +15.7% | +11.8% |
| 6M | +3.0% | -9.1% | +12.1% | +4.8% |
| YTD | -12.2% | -5.9% | -6.3% | -11.3% |
| 1Y | +3.3% | -20.4% | +23.7% | +7.8% |
| 3Y | -8.2% | +36.6% | -44.8% | -15.1% |
| All | -8.2% | +34.2% | -42.4% | -15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling