+427.5%
ORLY vs ASX
+962.9%
-535.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +0.9% |
| 7D | +2.6% | +12.4% | -9.8% | +1.5% |
| 30D | +6.3% | -19.8% | +26.2% | +7.8% |
| 3M | -0.4% | -10.3% | +9.9% | -0.4% |
| 6M | +2.8% | +1.2% | +1.5% | +0.2% |
| YTD | +1.1% | +123.0% | -122.0% | -11.5% |
| 1Y | -6.3% | +145.4% | -151.7% | -19.1% |
| 3Y | +38.9% | +368.6% | -329.8% | +4.7% |
| 5Y | +113.1% | +486.0% | -373.0% | +50.2% |
| All | +427.5% | +962.9% | -535.4% | +185.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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