+14,056.8%
ORLY vs CSGP
+3,334.4%
+10,722.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.0% |
| 7D | -0.7% | -4.1% | +3.4% | +0.1% |
| 30D | -5.9% | +2.3% | -8.3% | -6.5% |
| 3M | -0.6% | -8.2% | +7.6% | +0.6% |
| 6M | -6.8% | -35.1% | +28.3% | +0.4% |
| YTD | -3.6% | -54.0% | +50.4% | +10.0% |
| 1Y | -16.3% | -65.3% | +49.0% | +0.4% |
| 3Y | +39.1% | -62.6% | +101.7% | +62.0% |
| 5Y | +125.4% | -64.8% | +190.3% | +160.7% |
| 10Y | +366.5% | +45.1% | +321.5% | +309.4% |
| All | +14,056.8% | +3,334.4% | +10,722.3% | +6,596.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling