+361.0%
ORLY vs BLDR
+383.3%
-22.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.0% | 0.0% |
| 7D | -2.4% | -8.2% | +5.9% | -1.0% |
| 30D | -6.8% | -16.6% | +9.9% | -4.1% |
| 3M | -4.8% | -23.2% | +18.4% | -1.2% |
| 6M | -9.1% | -33.7% | +24.7% | -3.9% |
| YTD | -5.9% | -41.3% | +35.4% | +1.0% |
| 1Y | -20.4% | -58.8% | +38.4% | -9.6% |
| 3Y | +36.6% | -57.5% | +94.0% | +47.9% |
| 5Y | +117.3% | +12.9% | +104.4% | +86.8% |
| All | +361.0% | +383.3% | -22.3% | +196.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 10y: compounded portfolio wealth divided by compounded BLDR 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…
10y analysis · Full analysis span regression · 6 months rolling