-3.9%
ORLY vs BIYA
-99.8%
+95.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +0.4% |
| 7D | -2.4% | -1.8% | -0.6% | -2.3% |
| 30D | -6.8% | -17.5% | +10.7% | -6.6% |
| 3M | -4.8% | -78.0% | +73.3% | -4.9% |
| 6M | -9.1% | -89.5% | +80.4% | -9.2% |
| YTD | -5.9% | -94.3% | +88.4% | -6.0% |
| 1Y | -20.4% | -98.6% | +78.2% | -20.6% |
| All | -3.9% | -99.8% | +95.9% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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