+57,369.0%
ORLY vs CPB
+232.2%
+57,136.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.2% | -2.5% | -0.2% |
| 7D | +2.6% | -1.6% | +4.1% | +3.0% |
| 30D | +6.3% | +19.2% | -12.9% | +1.4% |
| 3M | -0.4% | -0.9% | +0.5% | -0.6% |
| 6M | +2.8% | +15.2% | -12.5% | -1.5% |
| YTD | +1.1% | -13.1% | +14.1% | +3.8% |
| 1Y | -6.3% | -22.4% | +16.2% | -0.9% |
| 3Y | +38.9% | -35.3% | +74.2% | +51.6% |
| 5Y | +113.1% | -33.0% | +146.1% | +128.6% |
| 10Y | +426.2% | -39.2% | +465.4% | +459.6% |
| All | +57,369.0% | +232.2% | +57,136.7% | +46,575.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling