+36.1%
ORLY vs DAR
+7.7%
+28.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.7% |
| 7D | -2.1% | +0.9% | -3.1% | -2.1% |
| 30D | -7.6% | +6.4% | -14.1% | -7.6% |
| 3M | -5.5% | +13.2% | -18.7% | -5.5% |
| 6M | -9.7% | +26.2% | -35.9% | -9.8% |
| YTD | -6.2% | +84.4% | -90.6% | -6.7% |
| 1Y | -18.6% | +112.0% | -130.7% | -19.0% |
| All | +36.1% | +7.7% | +28.4% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling