+56,932.6%
ORLY vs DOC
+1,151.1%
+55,781.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | +3.9% | +6.2% | -2.3% | +2.2% |
| 30D | +7.5% | +6.5% | +1.0% | +5.6% |
| 3M | -2.1% | -6.2% | +4.1% | -0.5% |
| 6M | -3.7% | +25.6% | -29.3% | -10.1% |
| YTD | +0.3% | +32.1% | -31.8% | -8.0% |
| 1Y | -3.6% | +20.3% | -23.9% | -9.3% |
| 3Y | +44.0% | +42.7% | +1.3% | +26.7% |
| 5Y | +115.1% | -22.2% | +137.2% | +121.2% |
| 10Y | +425.4% | +16.5% | +408.9% | +359.7% |
| All | +56,932.6% | +1,151.1% | +55,781.5% | +24,375.4% |
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