+116.5%
ORLY vs BUD
+44.8%
+71.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.6% |
| 7D | -2.1% | -3.2% | +1.1% | -1.5% |
| 30D | -7.6% | -3.7% | -4.0% | -7.0% |
| 3M | -5.5% | -4.4% | -1.0% | -4.7% |
| 6M | -9.7% | +7.7% | -17.4% | -11.1% |
| YTD | -6.2% | +23.1% | -29.3% | -9.8% |
| 1Y | -18.6% | +33.6% | -52.3% | -22.8% |
| 3Y | +33.8% | +44.7% | -10.9% | +24.0% |
| 5Y | +116.5% | +44.9% | +71.6% | +100.3% |
| All | +116.5% | +44.8% | +71.8% | +100.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling