+3,268.2%
ORLY vs BUD
+198.8%
+3,069.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.1% |
| 7D | -2.3% | +0.8% | -3.1% | -2.5% |
| 30D | -8.2% | -4.8% | -3.4% | -6.9% |
| 3M | -3.5% | +1.4% | -4.9% | -4.0% |
| 6M | -9.2% | +9.9% | -19.1% | -11.8% |
| YTD | -5.8% | +26.3% | -32.2% | -12.0% |
| 1Y | -19.3% | +36.1% | -55.4% | -26.2% |
| 3Y | +34.4% | +48.6% | -14.2% | +17.9% |
| 5Y | +117.8% | +45.0% | +72.8% | +88.6% |
| 10Y | +356.9% | -23.1% | +380.1% | +355.5% |
| All | +3,268.2% | +198.8% | +3,069.5% | +1,882.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling