+53,398.1%
ORLY vs DHI
+12,086.1%
+41,312.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.7% |
| 3M | -4.8% | -10.4% | +5.7% | -2.8% |
| 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% | -16.9% |
| 3Y | +36.6% | +20.7% | +15.9% | +26.7% |
| 5Y | +117.3% | +62.1% | +55.2% | +85.8% |
| 10Y | +362.7% | +410.4% | -47.7% | +201.0% |
| All | +53,398.1% | +12,086.1% | +41,312.0% | +17,506.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling