+55,623.5%
ORLY vs CB
+7,276.7%
+48,346.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.9% |
| 7D | -0.7% | +0.7% | -1.4% | -0.9% |
| 30D | +3.4% | +8.2% | -4.8% | +1.0% |
| 3M | -3.1% | +6.3% | -9.4% | -4.9% |
| 6M | -3.8% | +16.2% | -20.0% | -8.1% |
| YTD | -2.0% | +19.3% | -21.3% | -7.3% |
| 1Y | -8.9% | +29.2% | -38.1% | -15.8% |
| 3Y | +36.0% | +71.4% | -35.5% | +14.8% |
| 5Y | +106.9% | +104.2% | +2.7% | +64.6% |
| 10Y | +410.7% | +246.7% | +164.1% | +239.6% |
| All | +55,623.5% | +7,276.7% | +48,346.9% | +17,928.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling