+361.0%
ORLY vs ALLY
+189.7%
+171.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -2.4% | -3.8% | +1.4% | -1.6% |
| 30D | -6.8% | -4.9% | -1.8% | -5.9% |
| 3M | -4.8% | -2.6% | -2.2% | -4.4% |
| 6M | -9.1% | +15.7% | -24.8% | -12.1% |
| YTD | -5.9% | -5.2% | -0.8% | -5.6% |
| 1Y | -20.4% | +2.8% | -23.2% | -21.7% |
| 3Y | +36.6% | +63.4% | -26.8% | +17.2% |
| 5Y | +117.3% | -2.6% | +119.9% | +105.4% |
| All | +361.0% | +189.7% | +171.3% | +190.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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