+119.2%
ORLY vs BLDR
+10.9%
+108.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.0% | +0.1% |
| 7D | -2.4% | -8.2% | +5.9% | -1.4% |
| 30D | -6.8% | -16.6% | +9.9% | -4.8% |
| 3M | -4.8% | -23.2% | +18.4% | -2.2% |
| 6M | -9.1% | -33.7% | +24.7% | -5.3% |
| YTD | -5.9% | -41.3% | +35.4% | -0.9% |
| 1Y | -20.4% | -58.8% | +38.4% | -12.5% |
| 3Y | +36.6% | -57.5% | +94.0% | +43.9% |
| All | +119.2% | +10.9% | +108.3% | +81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling