+209.8%
ORLY vs ACI
+21.2%
+188.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.2% | -2.9% | 0.0% |
| 7D | -2.4% | -3.7% | +1.4% | -2.0% |
| 30D | -6.8% | +0.6% | -7.4% | -6.8% |
| 3M | -4.8% | -20.3% | +15.6% | -2.9% |
| 6M | -9.1% | -24.7% | +15.6% | -6.9% |
| YTD | -5.9% | -27.2% | +21.3% | -3.4% |
| 1Y | -20.4% | -32.7% | +12.3% | -17.8% |
| 3Y | +36.6% | -43.9% | +80.5% | +43.2% |
| 5Y | +117.3% | -38.9% | +156.2% | +125.1% |
| All | +209.8% | +21.2% | +188.7% | +215.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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