+36.0%
ORLY vs ACWI
+74.9%
-39.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.4% |
| 7D | -0.7% | -0.2% | -0.5% | -0.6% |
| 30D | +3.4% | -3.3% | +6.7% | +4.0% |
| 3M | -3.1% | -3.4% | +0.3% | -2.5% |
| 6M | -3.8% | +0.8% | -4.6% | -4.3% |
| YTD | -2.0% | +10.7% | -12.7% | -4.9% |
| 1Y | -8.9% | +11.6% | -20.5% | -11.7% |
| 3Y | +36.0% | +73.4% | -37.4% | +23.7% |
| All | +36.0% | +74.9% | -39.0% | +23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling