+7,250.4%
ORLY vs CNC
+5,399.6%
+1,850.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.8% | -1.0% |
| 7D | -2.1% | -3.9% | +1.7% | -1.5% |
| 30D | -7.6% | +0.8% | -8.4% | -7.8% |
| 3M | -5.5% | +0.1% | -5.6% | -5.7% |
| 6M | -9.7% | +79.7% | -89.4% | -18.5% |
| YTD | -6.2% | +58.9% | -65.2% | -14.2% |
| 1Y | -18.6% | +109.1% | -127.8% | -29.3% |
| 3Y | +33.8% | 0.0% | +33.9% | +26.7% |
| 5Y | +116.5% | +9.5% | +107.0% | +99.1% |
| 10Y | +361.0% | +95.7% | +265.4% | +276.7% |
| All | +7,250.4% | +5,399.6% | +1,850.8% | +3,494.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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