+361.0%
ORLY vs AR
+41.9%
+319.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +0.5% |
| 7D | -2.4% | -2.5% | +0.1% | -2.2% |
| 30D | -6.8% | +2.5% | -9.3% | -6.9% |
| 3M | -4.8% | +12.3% | -17.1% | -5.4% |
| 6M | -9.1% | -3.1% | -6.0% | -9.1% |
| YTD | -5.9% | +11.5% | -17.4% | -6.6% |
| 1Y | -20.4% | +17.0% | -37.4% | -21.3% |
| 3Y | +36.6% | +47.3% | -10.7% | +31.9% |
| 5Y | +117.3% | +141.2% | -23.9% | +100.2% |
| All | +361.0% | +41.9% | +319.2% | +319.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling