+361.0%
ORLY vs ALL
+365.1%
-4.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.1% |
| 7D | -2.4% | -2.3% | -0.1% | -1.5% |
| 30D | -6.8% | -0.4% | -6.3% | -6.6% |
| 3M | -4.8% | +16.0% | -20.8% | -10.1% |
| 6M | -9.1% | +24.6% | -33.7% | -16.5% |
| YTD | -5.9% | +23.7% | -29.6% | -13.7% |
| 1Y | -20.4% | +27.7% | -48.1% | -28.1% |
| 3Y | +36.6% | +150.2% | -113.7% | -7.7% |
| 5Y | +117.3% | +117.1% | +0.2% | +50.6% |
| All | +361.0% | +365.1% | -4.0% | +117.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling