+55,935.2%
ORLY vs DOC
+1,159.8%
+54,775.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.9% |
| 7D | +2.0% | +6.5% | -4.5% | +0.3% |
| 30D | +6.2% | +9.2% | -2.9% | +3.7% |
| 3M | -3.7% | -2.5% | -1.2% | -3.2% |
| 6M | -5.2% | +7.1% | -12.2% | -7.1% |
| YTD | -1.4% | +33.0% | -34.4% | -9.7% |
| 1Y | -5.4% | +23.3% | -28.6% | -11.5% |
| 3Y | +41.0% | +44.9% | -3.9% | +23.6% |
| 5Y | +111.3% | -21.6% | +132.9% | +116.9% |
| 10Y | +416.2% | +17.4% | +398.9% | +350.7% |
| All | +55,935.2% | +1,159.8% | +54,775.4% | +23,901.3% |
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