+4,750.0%
ORLY vs ACWI
+341.2%
+4,408.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -1.8% |
| 7D | -1.0% | +0.3% | -1.3% | -1.3% |
| 30D | +3.9% | -2.8% | +6.7% | +5.6% |
| 3M | -4.0% | -3.2% | -0.8% | -2.2% |
| 6M | -3.4% | +1.3% | -4.7% | -4.9% |
| YTD | -1.6% | +11.2% | -12.8% | -9.1% |
| 1Y | -7.5% | +13.8% | -21.3% | -16.0% |
| 3Y | +37.7% | +76.2% | -38.5% | -8.6% |
| 5Y | +109.3% | +59.5% | +49.8% | +47.2% |
| 10Y | +409.9% | +222.2% | +187.7% | +121.6% |
| All | +4,750.0% | +341.2% | +4,408.8% | +1,589.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling