+53,560.1%
ORLY vs AEM
+5,160.1%
+48,400.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.1% | +0.2% |
| 7D | -1.0% | +3.0% | -4.0% | -1.1% |
| 30D | -6.7% | +12.5% | -19.2% | -7.0% |
| 3M | -3.8% | +26.9% | -30.8% | -4.4% |
| 6M | -9.0% | -9.4% | +0.4% | -8.9% |
| YTD | -5.6% | +20.3% | -25.9% | -6.2% |
| 1Y | -19.5% | +33.8% | -53.3% | -20.2% |
| 3Y | +34.7% | +349.8% | -315.1% | +29.7% |
| 5Y | +118.0% | +301.0% | -183.0% | +109.8% |
| 10Y | +364.1% | +376.1% | -12.0% | +342.9% |
| All | +53,560.1% | +5,160.1% | +48,400.0% | +46,036.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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