+119.2%
ORLY vs BEN
+36.0%
+83.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.4% | -3.1% | +0.8% | -1.9% |
| 30D | -6.8% | +0.2% | -6.9% | -6.8% |
| 3M | -4.8% | +6.8% | -11.6% | -5.8% |
| 6M | -9.1% | +38.1% | -47.2% | -13.5% |
| YTD | -5.9% | +44.3% | -50.3% | -11.3% |
| 1Y | -20.4% | +42.6% | -63.0% | -24.9% |
| 3Y | +36.6% | +52.3% | -15.7% | +25.4% |
| All | +119.2% | +36.0% | +83.2% | +102.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling