+28,750.5%
DHR vs ORLY
+52,521.5%
-23,771.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -2.0% |
| 7D | -5.0% | -2.1% | -2.8% | -4.5% |
| 30D | -3.3% | -7.6% | +4.3% | -1.6% |
| 3M | +9.4% | -5.5% | +14.9% | +10.5% |
| 6M | +3.2% | -9.7% | +12.9% | +5.1% |
| YTD | -12.0% | -6.2% | -5.8% | -11.2% |
| 1Y | +4.9% | -18.6% | +23.5% | +9.2% |
| 3Y | -7.4% | +33.8% | -41.2% | -14.7% |
| 5Y | -29.8% | +116.5% | -146.3% | -42.6% |
| 10Y | +209.1% | +361.0% | -152.0% | +106.7% |
| All | +28,750.5% | +52,521.5% | -23,771.0% | +8,324.9% |
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