+117.8%
ORLY vs ACWI
+67.7%
+50.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.1% |
| 7D | -2.3% | +1.1% | -3.4% | -2.7% |
| 30D | -8.2% | -0.2% | -8.0% | -8.1% |
| 3M | -3.5% | +4.7% | -8.2% | -5.4% |
| 6M | -9.2% | +14.5% | -23.7% | -14.4% |
| YTD | -5.8% | +14.6% | -20.5% | -11.4% |
| 1Y | -19.3% | +21.4% | -40.7% | -26.1% |
| 3Y | +34.4% | +77.6% | -43.2% | +0.9% |
| 5Y | +117.8% | +68.1% | +49.8% | +70.6% |
| All | +117.8% | +67.7% | +50.1% | +70.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling