+361.0%
ORLY vs CPB
-45.3%
+406.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | -2.4% | -1.8% | -0.6% | -2.0% |
| 30D | -6.8% | -7.1% | +0.3% | -5.3% |
| 3M | -4.8% | -6.0% | +1.3% | -3.6% |
| 6M | -9.1% | -5.3% | -3.8% | -8.3% |
| YTD | -5.9% | -20.8% | +14.9% | -1.4% |
| 1Y | -20.4% | -33.8% | +13.4% | -13.2% |
| 3Y | +36.6% | -43.7% | +80.3% | +52.7% |
| 5Y | +117.3% | -40.7% | +158.0% | +138.8% |
| All | +361.0% | -45.3% | +406.3% | +414.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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