+361.0%
ORLY vs A
+256.4%
+104.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.7% | -2.3% | -0.3% |
| 7D | -2.4% | -2.6% | +0.2% | -1.7% |
| 30D | -6.8% | -0.9% | -5.9% | -6.7% |
| 3M | -4.8% | +13.6% | -18.4% | -8.2% |
| 6M | -9.1% | +27.8% | -36.9% | -15.7% |
| YTD | -5.9% | +8.6% | -14.5% | -8.9% |
| 1Y | -20.4% | +16.9% | -37.3% | -24.8% |
| 3Y | +36.6% | +32.9% | +3.7% | +19.8% |
| 5Y | +117.3% | -14.1% | +131.4% | +118.2% |
| All | +361.0% | +256.4% | +104.6% | +195.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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