+119.2%
ORLY vs DKS
+13.6%
+105.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.1% | +0.2% |
| 7D | -2.4% | -3.0% | +0.6% | -2.1% |
| 30D | -6.8% | -33.4% | +26.6% | -3.4% |
| 3M | -4.8% | -39.4% | +34.6% | -0.4% |
| 6M | -9.1% | -30.1% | +21.0% | -6.5% |
| YTD | -5.9% | -31.0% | +25.1% | -3.3% |
| 1Y | -20.4% | -40.2% | +19.8% | -17.1% |
| 3Y | +36.6% | +30.9% | +5.6% | +23.2% |
| All | +119.2% | +13.6% | +105.5% | +91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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