+4,845.6%
ORLY vs ACWI
+341.7%
+4,503.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.5% |
| 7D | +0.1% | +2.7% | -2.6% | -1.7% |
| 30D | +6.4% | -2.6% | +9.0% | +8.1% |
| 3M | -0.5% | -3.2% | +2.6% | +1.3% |
| 6M | -0.3% | +1.9% | -2.2% | -2.2% |
| YTD | +0.4% | +11.3% | -11.0% | -7.4% |
| 1Y | -6.7% | +11.7% | -18.3% | -14.1% |
| 3Y | +39.3% | +74.4% | -35.1% | -6.9% |
| 5Y | +111.6% | +59.5% | +52.1% | +48.8% |
| 10Y | +422.6% | +225.2% | +197.4% | +125.8% |
| All | +4,845.6% | +341.7% | +4,503.9% | +1,621.2% |
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