+416.8%
ORLY vs CSGP
+65.4%
+351.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | -1.9% | -7.1% | +5.1% | -0.3% |
| 30D | +4.5% | +3.6% | +0.9% | +3.1% |
| 3M | -2.2% | -2.7% | +0.5% | -2.4% |
| 6M | -0.9% | -8.0% | +7.2% | -0.2% |
| YTD | -0.7% | -55.0% | +54.2% | +16.8% |
| 1Y | -8.7% | -55.8% | +47.0% | +7.7% |
| 3Y | +37.7% | -62.0% | +99.7% | +64.5% |
| 5Y | +110.5% | -62.9% | +173.5% | +147.0% |
| 10Y | +416.8% | +62.6% | +354.2% | +393.6% |
| All | +416.8% | +65.4% | +351.4% | +393.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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