+119.2%
ORLY vs DHI
+61.2%
+57.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | 0.0% |
| 7D | -2.4% | -3.4% | +1.0% | -1.7% |
| 30D | -6.8% | -5.4% | -1.3% | -5.8% |
| 3M | -4.8% | -10.4% | +5.7% | -3.0% |
| 6M | -9.1% | -2.8% | -6.3% | -9.0% |
| YTD | -5.9% | -3.4% | -2.5% | -5.9% |
| 1Y | -20.4% | -22.9% | +2.5% | -17.3% |
| 3Y | +36.6% | +20.7% | +15.9% | +25.3% |
| All | +119.2% | +61.2% | +57.9% | +85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 5y: compounded portfolio wealth divided by compounded DHI 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…
5y analysis · Full analysis span regression · 6 months rolling