+112.8%
ORLY vs DRI
+78.6%
+34.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.6% |
| 7D | +2.6% | +1.1% | +1.5% | +2.3% |
| 30D | +6.3% | +9.7% | -3.4% | +4.2% |
| 3M | -0.4% | +3.2% | -3.6% | -1.2% |
| 6M | +2.8% | +20.6% | -17.8% | -1.8% |
| YTD | +1.1% | +28.3% | -27.2% | -5.3% |
| 1Y | -6.3% | +34.5% | -40.8% | -13.3% |
| 3Y | +38.9% | +66.5% | -27.7% | +18.6% |
| All | +112.8% | +78.6% | +34.2% | +72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 5y: compounded portfolio wealth divided by compounded DRI 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…
5y analysis · Full analysis span regression · 6 months rolling