+106.9%
ORLY vs ACWI
+59.2%
+47.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.3% |
| 7D | -0.7% | -0.2% | -0.5% | -0.6% |
| 30D | +3.4% | -3.3% | +6.7% | +4.6% |
| 3M | -3.1% | -3.4% | +0.3% | -1.9% |
| 6M | -3.8% | +0.8% | -4.6% | -4.6% |
| YTD | -2.0% | +10.7% | -12.7% | -6.6% |
| 1Y | -8.9% | +11.6% | -20.5% | -13.5% |
| 3Y | +36.0% | +73.4% | -37.4% | +2.7% |
| 5Y | +106.9% | +60.2% | +46.8% | +66.9% |
| All | +106.9% | +59.2% | +47.8% | +66.9% |
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