+427.5%
ORLY vs CB
+250.2%
+177.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.3% |
| 7D | +2.6% | +2.9% | -0.4% | +1.3% |
| 30D | +6.3% | +7.3% | -1.0% | +3.3% |
| 3M | -0.4% | +9.4% | -9.8% | -4.0% |
| 6M | +2.8% | +19.6% | -16.9% | -4.5% |
| YTD | +1.1% | +21.5% | -20.4% | -6.9% |
| 1Y | -6.3% | +28.0% | -34.3% | -15.5% |
| 3Y | +38.9% | +74.9% | -36.0% | +9.1% |
| 5Y | +113.1% | +108.1% | +4.9% | +53.6% |
| All | +427.5% | +250.2% | +177.3% | +200.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 10y: compounded portfolio wealth divided by compounded CB 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…
10y analysis · Full analysis span regression · 6 months rolling