+119.2%
ORLY vs BRKR
-39.7%
+158.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -2.4% | -8.7% | +6.3% | -1.8% |
| 30D | -6.8% | -9.9% | +3.1% | -6.2% |
| 3M | -4.8% | -3.1% | -1.7% | -5.2% |
| 6M | -9.1% | +45.5% | -54.6% | -13.4% |
| YTD | -5.9% | +13.7% | -19.6% | -8.5% |
| 1Y | -20.4% | +67.4% | -87.8% | -25.5% |
| 3Y | +36.6% | -13.2% | +49.8% | +35.0% |
| All | +119.2% | -39.7% | +158.9% | +120.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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