-9.9%
ORLY vs DOCN
+55.8%
-65.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.4% |
| 7D | -0.7% | -12.1% | +11.5% | -0.9% |
| 30D | +3.4% | -41.0% | +44.4% | +2.7% |
| 3M | -3.1% | -38.7% | +35.6% | -3.6% |
| 6M | -3.8% | -51.5% | +47.7% | -4.3% |
| YTD | -2.0% | +65.3% | -67.2% | -4.8% |
| All | -9.9% | +55.8% | -65.7% | -12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling