+243.9%
ORLY vs DOW
-15.9%
+259.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -1.0% | -6.0% | +5.0% | 0.0% |
| 30D | -6.7% | -2.7% | -3.9% | -6.3% |
| 3M | -3.8% | -10.5% | +6.7% | -2.3% |
| 6M | -9.0% | -12.4% | +3.4% | -7.9% |
| YTD | -5.6% | +30.0% | -35.6% | -11.8% |
| 1Y | -19.5% | +27.8% | -47.3% | -25.0% |
| 3Y | +34.7% | -34.9% | +69.7% | +43.4% |
| 5Y | +118.0% | -35.9% | +153.9% | +128.8% |
| All | +243.9% | -15.9% | +259.8% | +175.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling