-1.6%
ORLY vs BUD
+38.4%
-39.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.1% | -0.5% | +1.5% |
| 7D | +2.1% | +3.3% | -1.2% | +0.9% |
| 30D | +10.1% | +11.8% | -1.8% | +6.2% |
| 3M | +0.6% | -1.1% | +1.6% | +0.7% |
| 6M | -1.7% | +14.9% | -16.6% | -6.9% |
| YTD | +1.2% | +32.6% | -31.4% | -7.1% |
| 1Y | -1.6% | +37.2% | -38.8% | -10.1% |
| All | -1.6% | +38.4% | -39.9% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling