+224.1%
GDX vs ORLY
+116.6%
+107.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.8% | +1.1% |
| 7D | -2.2% | -2.4% | +0.2% | -1.9% |
| 30D | +6.8% | -6.8% | +13.5% | +7.7% |
| 3M | +24.9% | -4.8% | +29.7% | +25.5% |
| 6M | -4.2% | -9.1% | +4.9% | -3.2% |
| YTD | +13.2% | -5.9% | +19.1% | +14.0% |
| 1Y | +40.2% | -20.4% | +60.6% | +44.1% |
| 3Y | +249.6% | +36.6% | +213.0% | +234.5% |
| All | +224.1% | +116.6% | +107.5% | +202.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling