+37.0%
ORLY vs BUD
+44.4%
-7.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.6% |
| 7D | -1.0% | -1.3% | +0.3% | -0.8% |
| 30D | -6.7% | -6.1% | -0.5% | -5.6% |
| 3M | -3.8% | -3.8% | -0.1% | -3.2% |
| 6M | -9.0% | +8.2% | -17.2% | -10.4% |
| YTD | -5.6% | +23.6% | -29.2% | -8.6% |
| 1Y | -19.5% | +33.4% | -52.9% | -22.8% |
| All | +37.0% | +44.4% | -7.5% | +30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling