-8.7%
ORLY vs ACWI
+13.1%
-21.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +1.2% |
| 7D | -1.9% | -0.7% | -1.3% | -1.9% |
| 30D | +4.5% | -2.0% | +6.5% | +4.6% |
| 3M | -2.2% | -2.2% | 0.0% | -2.1% |
| 6M | -0.9% | +1.9% | -2.8% | -1.6% |
| YTD | -0.7% | +12.0% | -12.7% | -5.4% |
| 1Y | -8.7% | +12.5% | -21.3% | -13.0% |
| All | -8.7% | +13.1% | -21.8% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling