+361.0%
ORLY vs BN
+265.2%
+95.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | -0.1% | +0.2% |
| 7D | -2.4% | -5.2% | +2.8% | -0.9% |
| 30D | -6.8% | -14.5% | +7.7% | -2.5% |
| 3M | -4.8% | -15.0% | +10.2% | -0.4% |
| 6M | -9.1% | -5.4% | -3.7% | -8.0% |
| YTD | -5.9% | -16.4% | +10.5% | -1.8% |
| 1Y | -20.4% | -16.2% | -4.2% | -17.3% |
| 3Y | +36.6% | +67.5% | -30.9% | +9.6% |
| 5Y | +117.3% | +34.1% | +83.2% | +84.2% |
| All | +361.0% | +265.2% | +95.9% | +150.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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