+365.7%
ORLY vs DOC
-2.1%
+367.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +1.1% |
| 7D | -0.7% | -1.5% | +0.8% | -0.3% |
| 30D | -5.9% | -4.8% | -1.2% | -4.8% |
| 3M | -0.6% | +6.9% | -7.5% | -2.3% |
| 6M | -6.8% | +20.7% | -27.5% | -11.7% |
| YTD | -3.6% | +34.1% | -37.8% | -11.5% |
| 1Y | -16.3% | +22.6% | -39.0% | -21.4% |
| 3Y | +39.1% | +20.8% | +18.3% | +29.0% |
| 5Y | +125.4% | -24.9% | +150.3% | +139.5% |
| All | +365.7% | -2.1% | +367.8% | +331.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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