+53,560.1%
ORLY vs BP
+1,343.6%
+52,216.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.2% |
| 7D | -1.0% | +4.0% | -5.0% | -1.9% |
| 30D | -6.7% | +7.8% | -14.5% | -8.4% |
| 3M | -3.8% | +8.4% | -12.2% | -6.0% |
| 6M | -9.0% | +15.1% | -24.1% | -12.6% |
| YTD | -5.6% | +36.4% | -42.0% | -13.1% |
| 1Y | -19.5% | +40.9% | -60.4% | -26.6% |
| 3Y | +34.7% | +38.8% | -4.1% | +21.2% |
| 5Y | +118.0% | +141.1% | -23.0% | +66.4% |
| 10Y | +364.1% | +133.9% | +230.2% | +238.1% |
| All | +53,560.1% | +1,343.6% | +52,216.5% | +24,038.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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