+53,441.7%
ORLY vs AA
+324.0%
+53,117.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.5% | -5.8% | -2.8% |
| 7D | -2.3% | +1.7% | -4.0% | -2.6% |
| 30D | -8.2% | +3.3% | -11.5% | -8.8% |
| 3M | -3.5% | -29.4% | +25.9% | +1.0% |
| 6M | -9.2% | -12.8% | +3.6% | -8.8% |
| YTD | -5.8% | -2.1% | -3.7% | -7.5% |
| 1Y | -19.3% | +62.8% | -82.0% | -27.5% |
| 3Y | +34.4% | +90.5% | -56.0% | +11.7% |
| 5Y | +117.8% | +19.1% | +98.8% | +83.3% |
| 10Y | +356.9% | +124.8% | +232.2% | +192.4% |
| All | +53,441.7% | +324.0% | +53,117.7% | +31,085.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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