+36.1%
ORLY vs BEN
+51.0%
-14.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.7% | -0.6% |
| 7D | -2.1% | +0.3% | -2.5% | -2.2% |
| 30D | -7.6% | +0.9% | -8.5% | -7.7% |
| 3M | -5.5% | +9.2% | -14.6% | -6.0% |
| 6M | -9.7% | +36.8% | -46.5% | -11.6% |
| YTD | -6.2% | +44.4% | -50.6% | -8.7% |
| 1Y | -18.6% | +45.8% | -64.5% | -20.8% |
| All | +36.1% | +51.0% | -14.9% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling