+34.4%
ORLY vs AR
+44.7%
-10.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.4% | -2.3% |
| 7D | -2.3% | -1.8% | -0.5% | -2.3% |
| 30D | -8.2% | +12.6% | -20.8% | -8.1% |
| 3M | -3.5% | +10.0% | -13.5% | -3.5% |
| 6M | -9.2% | +0.6% | -9.9% | -9.2% |
| YTD | -5.8% | +13.4% | -19.2% | -5.9% |
| 1Y | -19.3% | +21.7% | -41.0% | -19.3% |
| 3Y | +34.4% | +45.8% | -11.4% | +34.3% |
| All | +34.4% | +44.7% | -10.3% | +34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling