+116.5%
ORLY vs ASX
+440.6%
-324.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.6% | -0.7% |
| 7D | -2.1% | +6.5% | -8.6% | -2.1% |
| 30D | -7.6% | +3.1% | -10.8% | -7.6% |
| 3M | -5.5% | +17.4% | -22.9% | -5.8% |
| 6M | -9.7% | +85.4% | -95.2% | -11.6% |
| YTD | -6.2% | +150.1% | -156.3% | -9.2% |
| 1Y | -18.6% | +256.3% | -274.9% | -22.6% |
| 3Y | +33.8% | +446.9% | -413.0% | +20.6% |
| 5Y | +116.5% | +447.1% | -330.6% | +100.4% |
| All | +116.5% | +440.6% | -324.0% | +100.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling