+36.6%
ORLY vs BHP
+71.6%
-35.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -2.4% | -3.6% | +1.3% | -2.2% |
| 30D | -6.8% | -1.2% | -5.6% | -6.7% |
| 3M | -4.8% | +1.2% | -5.9% | -4.8% |
| 6M | -9.1% | +21.4% | -30.5% | -10.4% |
| YTD | -5.9% | +50.4% | -56.3% | -8.3% |
| 1Y | -20.4% | +67.5% | -87.9% | -23.0% |
| 3Y | +36.6% | +72.8% | -36.2% | +27.5% |
| All | +36.6% | +71.6% | -35.0% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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