+53,398.1%
ORLY vs AON
+3,278.9%
+50,119.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.0% | +0.8% |
| 7D | -2.4% | -6.3% | +4.0% | -0.6% |
| 30D | -6.8% | -14.1% | +7.3% | -2.9% |
| 3M | -4.8% | -9.5% | +4.7% | -2.3% |
| 6M | -9.1% | -4.0% | -5.1% | -8.5% |
| YTD | -5.9% | -13.8% | +7.9% | -2.7% |
| 1Y | -20.4% | -18.3% | -2.1% | -16.5% |
| 3Y | +36.6% | -7.2% | +43.8% | +37.2% |
| 5Y | +117.3% | +7.3% | +110.0% | +107.9% |
| 10Y | +362.7% | +203.6% | +159.1% | +226.0% |
| All | +53,398.1% | +3,278.9% | +50,119.2% | +22,197.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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