+416.8%
ORLY vs AMC
-98.7%
+515.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.4% | +1.3% |
| 7D | -1.9% | -2.8% | +0.9% | -1.9% |
| 30D | +4.5% | +14.0% | -9.5% | +4.5% |
| 3M | -2.2% | +42.5% | -44.7% | -2.3% |
| 6M | -0.9% | +142.6% | -143.4% | -1.1% |
| YTD | -0.7% | +119.2% | -120.0% | -1.0% |
| 1Y | -8.7% | +40.7% | -49.5% | -8.9% |
| 3Y | +37.7% | -57.3% | +95.0% | +37.6% |
| 5Y | +110.5% | -99.1% | +209.7% | +110.8% |
| 10Y | +416.8% | -98.7% | +515.5% | +444.2% |
| All | +416.8% | -98.7% | +515.5% | +444.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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