+960.3%
ORLY vs AMC
-97.6%
+1,057.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.5% | +1.1% |
| 7D | +0.1% | +8.4% | -8.4% | 0.0% |
| 30D | +6.4% | +9.2% | -2.7% | +6.4% |
| 3M | -0.5% | +32.0% | -32.5% | -0.7% |
| 6M | -0.3% | +149.3% | -149.6% | -0.8% |
| YTD | +0.4% | +114.1% | -113.7% | -0.1% |
| 1Y | -6.7% | +35.8% | -42.4% | -6.9% |
| 3Y | +39.3% | -58.3% | +97.6% | +39.1% |
| 5Y | +111.6% | -99.2% | +210.8% | +113.3% |
| 10Y | +422.6% | -98.8% | +521.4% | +466.6% |
| All | +960.3% | -97.6% | +1,057.9% | +963.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling