+10,258.6%
ORLY vs BB
+266.8%
+9,991.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.2% | -4.5% | -2.5% |
| 7D | -2.3% | +0.5% | -2.9% | -2.4% |
| 30D | -8.2% | -12.4% | +4.2% | -7.3% |
| 3M | -3.5% | -15.3% | +11.8% | -2.8% |
| 6M | -9.2% | +128.8% | -138.0% | -16.4% |
| YTD | -5.8% | +107.7% | -113.5% | -12.7% |
| 1Y | -19.3% | +103.9% | -123.2% | -25.3% |
| 3Y | +34.4% | +72.6% | -38.2% | +22.2% |
| 5Y | +117.8% | -24.3% | +142.1% | +107.9% |
| 10Y | +356.9% | +3.1% | +353.8% | +280.4% |
| All | +10,258.6% | +266.8% | +9,991.8% | +5,293.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling