+36.6%
ORLY vs DOW
-36.3%
+72.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.4% | +0.4% |
| 7D | -2.4% | -1.4% | -1.0% | -2.3% |
| 30D | -6.8% | -3.9% | -2.8% | -6.8% |
| 3M | -4.8% | -12.7% | +7.9% | -4.6% |
| 6M | -9.1% | -13.7% | +4.6% | -9.0% |
| YTD | -5.9% | +28.4% | -34.3% | -6.1% |
| 1Y | -20.4% | +21.8% | -42.2% | -20.4% |
| 3Y | +36.6% | -35.7% | +72.3% | +41.4% |
| All | +36.6% | -36.3% | +72.8% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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