+361.0%
ORLY vs BB
+1.6%
+359.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.4% | +0.3% |
| 7D | -2.4% | -0.4% | -2.0% | -2.3% |
| 30D | -6.8% | -12.5% | +5.8% | -6.3% |
| 3M | -4.8% | -17.4% | +12.7% | -4.3% |
| 6M | -9.1% | +119.1% | -128.2% | -12.8% |
| YTD | -5.9% | +102.4% | -108.3% | -9.5% |
| 1Y | -20.4% | +98.2% | -118.6% | -23.5% |
| 3Y | +36.6% | +46.9% | -10.4% | +31.1% |
| 5Y | +117.3% | -26.4% | +143.7% | +113.0% |
| All | +361.0% | +1.6% | +359.4% | +281.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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