+917.8%
ORLY vs AMC
-98.1%
+1,015.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.3% | -3.7% | +0.6% |
| 7D | -0.7% | +2.3% | -3.0% | -0.7% |
| 30D | -5.9% | -0.7% | -5.2% | -5.9% |
| 3M | -0.6% | +35.2% | -35.8% | -0.8% |
| 6M | -6.8% | +124.6% | -131.3% | -7.2% |
| YTD | -3.6% | +69.9% | -73.5% | -4.0% |
| 1Y | -16.3% | -2.6% | -13.8% | -16.5% |
| 3Y | +39.1% | -79.8% | +118.9% | +39.4% |
| 5Y | +125.4% | -99.4% | +224.8% | +127.5% |
| 10Y | +366.5% | -98.9% | +465.4% | +395.2% |
| All | +917.8% | -98.1% | +1,015.9% | +921.6% |
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