+118.0%
ORLY vs AR
+148.2%
-30.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -1.0% | -1.2% | +0.2% | -1.0% |
| 30D | -6.7% | +5.5% | -12.2% | -6.8% |
| 3M | -3.8% | +12.9% | -16.7% | -4.2% |
| 6M | -9.0% | +0.1% | -9.1% | -9.1% |
| YTD | -5.6% | +13.5% | -19.1% | -6.2% |
| 1Y | -19.5% | +21.6% | -41.1% | -20.2% |
| 3Y | +34.7% | +46.0% | -11.2% | +31.3% |
| 5Y | +118.0% | +143.7% | -25.7% | +96.6% |
| All | +118.0% | +148.2% | -30.2% | +96.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling