+5,335.0%
ORLY vs BTG
+371.8%
+4,963.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.6% |
| 7D | -2.1% | -5.5% | +3.3% | -2.0% |
| 30D | -7.6% | +6.1% | -13.7% | -7.8% |
| 3M | -5.5% | +38.6% | -44.1% | -6.3% |
| 6M | -9.7% | +0.7% | -10.4% | -9.9% |
| YTD | -6.2% | +20.3% | -26.6% | -7.0% |
| 1Y | -18.6% | +25.0% | -43.7% | -19.4% |
| 3Y | +33.8% | +97.3% | -63.5% | +30.6% |
| 5Y | +116.5% | +78.3% | +38.2% | +111.2% |
| 10Y | +361.0% | +151.6% | +209.4% | +345.3% |
| All | +5,335.0% | +371.8% | +4,963.2% | +5,287.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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