+423.9%
ORLY vs D
+47.7%
+376.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.4% |
| 7D | +0.1% | -3.1% | +3.1% | +1.2% |
| 30D | +6.4% | +8.4% | -1.9% | +3.5% |
| 3M | -0.5% | +0.2% | -0.8% | -0.7% |
| 6M | -0.3% | +9.5% | -9.8% | -3.7% |
| YTD | +0.4% | +18.8% | -18.4% | -5.9% |
| 1Y | -6.7% | +14.7% | -21.4% | -11.5% |
| 3Y | +39.3% | +72.9% | -33.7% | +11.8% |
| 5Y | +111.6% | +13.1% | +98.5% | +98.7% |
| All | +423.9% | +47.7% | +376.2% | +338.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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