+53,441.7%
ORLY vs BEN
+2,000.4%
+51,441.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.0% | -2.2% |
| 7D | -2.3% | +4.7% | -7.0% | -3.6% |
| 30D | -8.2% | +2.6% | -10.8% | -8.9% |
| 3M | -3.5% | +11.5% | -15.0% | -6.7% |
| 6M | -9.2% | +35.3% | -44.5% | -17.4% |
| YTD | -5.8% | +48.6% | -54.5% | -16.8% |
| 1Y | -19.3% | +46.7% | -66.0% | -28.7% |
| 3Y | +34.4% | +57.0% | -22.6% | +12.7% |
| 5Y | +117.8% | +41.8% | +76.0% | +82.8% |
| 10Y | +356.9% | +55.2% | +301.7% | +249.5% |
| All | +53,441.7% | +2,000.4% | +51,441.4% | +23,733.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling