+53,560.1%
ORLY vs BTI
+4,902.4%
+48,657.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.6% |
| 7D | -1.0% | -2.4% | +1.4% | -0.5% |
| 30D | -6.7% | -4.8% | -1.9% | -5.7% |
| 3M | -3.8% | -8.1% | +4.3% | -2.1% |
| 6M | -9.0% | -4.2% | -4.8% | -8.4% |
| YTD | -5.6% | -1.3% | -4.3% | -5.8% |
| 1Y | -19.5% | +2.1% | -21.6% | -20.3% |
| 3Y | +34.7% | +108.9% | -74.2% | +12.9% |
| 5Y | +118.0% | +114.5% | +3.6% | +80.5% |
| 10Y | +364.1% | +72.2% | +291.9% | +292.4% |
| All | +53,560.1% | +4,902.4% | +48,657.7% | +28,001.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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