+250.2%
ORLY vs BBIO
+136.7%
+113.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -2.4% | -3.2% | +0.9% | -2.2% |
| 30D | -6.8% | -13.6% | +6.8% | -6.2% |
| 3M | -4.8% | +7.2% | -12.0% | -5.1% |
| 6M | -9.1% | +1.5% | -10.6% | -9.3% |
| YTD | -5.9% | -5.3% | -0.6% | -6.0% |
| 1Y | -20.4% | +37.7% | -58.1% | -21.7% |
| 3Y | +36.6% | +153.9% | -117.3% | +29.4% |
| 5Y | +117.3% | +43.9% | +73.4% | +97.4% |
| All | +250.2% | +136.7% | +113.6% | +185.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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