+3,799.7%
ORLY vs BND
+76.2%
+3,723.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -6.7% | -0.2% | -6.4% | -6.7% |
| 3M | -3.8% | -0.7% | -3.1% | -3.9% |
| 6M | -9.0% | -1.7% | -7.3% | -9.1% |
| YTD | -5.6% | -0.5% | -5.1% | -5.7% |
| 1Y | -19.5% | +0.4% | -19.9% | -19.5% |
| 3Y | +34.7% | +13.1% | +21.6% | +36.6% |
| 5Y | +118.0% | -2.1% | +120.1% | +111.5% |
| 10Y | +364.1% | +15.7% | +348.4% | +396.7% |
| All | +3,799.7% | +76.2% | +3,723.5% | +5,625.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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