+42,862.4%
ORLY vs DRI
+8,063.5%
+34,798.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.8% |
| 3M | -0.4% | +3.2% | -3.6% | -1.4% |
| 6M | +2.8% | +20.6% | -17.8% | -2.6% |
| YTD | +1.1% | +28.3% | -27.2% | -6.2% |
| 1Y | -6.3% | +34.5% | -40.8% | -14.2% |
| 3Y | +38.9% | +66.5% | -27.7% | +17.9% |
| 5Y | +113.1% | +79.6% | +33.4% | +74.7% |
| 10Y | +426.2% | +333.8% | +92.4% | +210.5% |
| All | +42,862.4% | +8,063.5% | +34,798.9% | +12,641.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling