-8.7%
ORLY vs DOCS
-38.0%
+29.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.2% | +1.2% |
| 7D | -1.9% | -4.2% | +2.2% | -1.8% |
| 30D | +4.5% | +8.6% | -4.1% | +4.2% |
| 3M | -2.2% | +27.2% | -29.4% | -2.9% |
| 6M | -0.9% | +26.5% | -27.4% | -1.8% |
| YTD | -0.7% | -25.0% | +24.2% | +1.0% |
| 1Y | -8.7% | -37.0% | +28.2% | -5.8% |
| All | -8.7% | -38.0% | +29.2% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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