+41.0%
ORLY vs DOCS
+47.6%
-6.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -1.7% |
| 7D | +2.0% | -0.8% | +2.8% | +2.0% |
| 30D | +6.2% | +17.4% | -11.2% | +6.2% |
| 3M | -3.7% | +57.4% | -61.1% | -3.9% |
| 6M | -5.2% | +26.5% | -31.7% | -5.3% |
| YTD | -1.4% | -26.6% | +25.1% | -1.8% |
| 1Y | -5.4% | -48.1% | +42.7% | -5.9% |
| 3Y | +41.0% | +52.6% | -11.6% | +39.9% |
| All | +41.0% | +47.6% | -6.5% | +39.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling