+4,647.4%
ORLY vs ACWI
+356.8%
+4,290.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -0.7% | +0.5% | -1.2% | -1.0% |
| 30D | -5.9% | +0.9% | -6.8% | -6.5% |
| 3M | -0.6% | +2.4% | -3.0% | -2.5% |
| 6M | -6.8% | +12.4% | -19.1% | -14.2% |
| YTD | -3.6% | +15.2% | -18.8% | -12.8% |
| 1Y | -16.3% | +22.7% | -39.0% | -27.6% |
| 3Y | +39.1% | +75.8% | -36.6% | -7.2% |
| 5Y | +125.4% | +67.7% | +57.7% | +53.5% |
| 10Y | +366.5% | +229.0% | +137.5% | +100.3% |
| All | +4,647.4% | +356.8% | +4,290.6% | +1,520.1% |
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