+106.9%
ORLY vs AMC
-99.1%
+206.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.5% |
| 7D | -0.7% | +5.5% | -6.2% | -0.7% |
| 30D | +3.4% | +16.1% | -12.7% | +3.2% |
| 3M | -3.1% | +43.0% | -46.1% | -3.5% |
| 6M | -3.8% | +130.7% | -134.5% | -5.1% |
| YTD | -2.0% | +121.8% | -123.8% | -3.3% |
| 1Y | -8.9% | +40.7% | -49.5% | -9.7% |
| 3Y | +36.0% | -56.8% | +92.8% | +35.9% |
| 5Y | +106.9% | -99.1% | +206.0% | +120.2% |
| All | +106.9% | -99.1% | +206.0% | +120.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling