+117.8%
ORLY vs AMC
-99.5%
+217.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -2.2% |
| 7D | -2.3% | -0.8% | -1.6% | -2.3% |
| 30D | -8.2% | -1.2% | -7.0% | -8.2% |
| 3M | -3.5% | +42.2% | -45.7% | -4.1% |
| 6M | -9.2% | +118.8% | -128.0% | -10.3% |
| YTD | -5.8% | +64.1% | -69.9% | -6.7% |
| 1Y | -19.3% | -9.5% | -9.7% | -19.6% |
| 3Y | +34.4% | -64.3% | +98.8% | +34.4% |
| 5Y | +117.8% | -99.5% | +217.3% | +122.9% |
| All | +117.8% | -99.5% | +217.3% | +122.9% |
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