+177.8%
ORLY vs DOCN
+110.0%
+67.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +9.6% | -8.3% | +1.0% |
| 7D | -1.9% | +3.7% | -5.7% | -2.1% |
| 30D | +4.5% | -33.7% | +38.2% | +5.6% |
| 3M | -2.2% | -27.9% | +25.7% | -1.6% |
| 6M | -0.9% | -46.4% | +45.6% | +0.5% |
| YTD | -0.7% | +81.1% | -81.8% | -5.3% |
| 1Y | -8.7% | +74.3% | -83.0% | -12.8% |
| 3Y | +37.7% | +245.8% | -208.1% | +24.3% |
| 5Y | +110.5% | -23.7% | +134.3% | +97.9% |
| All | +177.8% | +110.0% | +67.8% | +161.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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