+53,441.7%
ORLY vs BN
+32,657.0%
+20,784.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.6% | +0.3% | -1.6% |
| 7D | -2.3% | -1.2% | -1.2% | -2.0% |
| 30D | -8.2% | -10.9% | +2.7% | -5.2% |
| 3M | -3.5% | -11.1% | +7.6% | -0.5% |
| 6M | -9.2% | -4.4% | -4.8% | -8.4% |
| YTD | -5.8% | -14.1% | +8.3% | -2.5% |
| 1Y | -19.3% | -11.1% | -8.2% | -17.6% |
| 3Y | +34.4% | +75.6% | -41.1% | +9.5% |
| 5Y | +117.8% | +35.8% | +82.1% | +86.8% |
| 10Y | +356.9% | +261.6% | +95.4% | +185.6% |
| All | +53,441.7% | +32,657.0% | +20,784.7% | +12,706.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling