+210.1%
ORLY vs ACI
+21.8%
+188.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.3% | +1.0% | -1.9% |
| 7D | -2.3% | -2.6% | +0.2% | -2.1% |
| 30D | -8.2% | +1.1% | -9.3% | -8.3% |
| 3M | -3.5% | -23.6% | +20.1% | -1.3% |
| 6M | -9.2% | -29.9% | +20.7% | -6.4% |
| YTD | -5.8% | -26.9% | +21.0% | -3.4% |
| 1Y | -19.3% | -34.2% | +15.0% | -16.4% |
| 3Y | +34.4% | -43.6% | +78.1% | +40.9% |
| 5Y | +117.8% | -42.4% | +160.2% | +125.4% |
| All | +210.1% | +21.8% | +188.3% | +215.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling