+53,560.1%
ORLY vs BHP
+5,092.7%
+48,467.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | -1.0% | +0.9% | -1.9% | -1.2% |
| 30D | -6.7% | +4.0% | -10.7% | -7.5% |
| 3M | -3.8% | +11.3% | -15.1% | -6.4% |
| 6M | -9.0% | +29.3% | -38.3% | -14.6% |
| YTD | -5.6% | +59.2% | -64.8% | -15.6% |
| 1Y | -19.5% | +80.8% | -100.3% | -30.1% |
| 3Y | +34.7% | +88.0% | -53.3% | +14.0% |
| 5Y | +118.0% | +126.6% | -8.6% | +72.1% |
| 10Y | +364.1% | +515.7% | -151.6% | +183.6% |
| All | +53,560.1% | +5,092.7% | +48,467.5% | +17,879.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling