+57,462.5%
ORLY vs DOC
+1,154.2%
+56,308.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.1% | -0.5% | +1.8% |
| 7D | +2.1% | +8.7% | -6.6% | -0.2% |
| 30D | +10.1% | +7.6% | +2.4% | +7.8% |
| 3M | +0.6% | -5.3% | +5.8% | +1.9% |
| 6M | -1.7% | +27.6% | -29.3% | -8.7% |
| YTD | +1.2% | +32.4% | -31.2% | -7.2% |
| 1Y | -1.6% | +22.9% | -24.4% | -7.9% |
| 3Y | +45.4% | +43.1% | +2.3% | +27.8% |
| 5Y | +118.5% | -21.4% | +139.9% | +124.1% |
| 10Y | +430.3% | +16.8% | +413.5% | +363.6% |
| All | +57,462.5% | +1,154.2% | +56,308.3% | +24,586.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling