+112.8%
ORLY vs BUD
+51.6%
+61.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | +0.4% |
| 7D | +2.6% | +1.0% | +1.5% | +2.3% |
| 30D | +6.3% | +6.7% | -0.3% | +4.8% |
| 3M | -0.4% | +5.7% | -6.1% | -1.7% |
| 6M | +2.8% | +5.8% | -3.0% | +1.3% |
| YTD | +1.1% | +34.4% | -33.3% | -5.2% |
| 1Y | -6.3% | +33.3% | -39.5% | -11.9% |
| 3Y | +38.9% | +48.8% | -10.0% | +26.2% |
| All | +112.8% | +51.6% | +61.2% | +89.1% |
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 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