+42,845.0%
ORLY vs BWA
+3,424.3%
+39,420.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -1.8% |
| 7D | -2.3% | +4.3% | -6.6% | -3.4% |
| 30D | -8.2% | -2.9% | -5.3% | -7.6% |
| 3M | -3.5% | -12.4% | +8.9% | -0.9% |
| 6M | -9.2% | +28.6% | -37.8% | -16.1% |
| YTD | -5.8% | +48.2% | -54.1% | -17.1% |
| 1Y | -19.3% | +50.9% | -70.2% | -29.4% |
| 3Y | +34.4% | +72.2% | -37.7% | +10.3% |
| 5Y | +117.8% | +91.1% | +26.8% | +68.8% |
| 10Y | +356.9% | +144.0% | +212.9% | +210.6% |
| All | +42,845.0% | +3,424.3% | +39,420.7% | +14,833.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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