+56,976.2%
ORLY vs B
+196.2%
+56,780.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +1.2% |
| 7D | +0.1% | -6.2% | +6.3% | +0.3% |
| 30D | +6.4% | -6.6% | +13.0% | +6.6% |
| 3M | -0.5% | -7.9% | +7.3% | -0.3% |
| 6M | -0.3% | -16.8% | +16.5% | +0.2% |
| YTD | +0.4% | -11.7% | +12.1% | +0.5% |
| 1Y | -6.7% | +3.5% | -10.1% | -7.1% |
| 3Y | +39.3% | +165.7% | -126.5% | +33.2% |
| 5Y | +111.6% | +108.4% | +3.2% | +103.5% |
| 10Y | +422.6% | +212.7% | +210.0% | +392.8% |
| All | +56,976.2% | +196.2% | +56,780.1% | +49,201.7% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 all: compounded portfolio wealth divided by compounded B 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…
all analysis · Full analysis span regression · 6 months rolling