+53,560.1%
ORLY vs ED
+1,433.1%
+52,127.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | -1.0% | -0.2% | -0.9% | -1.0% |
| 30D | -6.7% | +1.9% | -8.6% | -7.3% |
| 3M | -3.8% | +1.9% | -5.7% | -4.4% |
| 6M | -9.0% | -2.3% | -6.8% | -8.4% |
| YTD | -5.6% | +10.9% | -16.5% | -9.0% |
| 1Y | -19.5% | +14.5% | -34.0% | -23.3% |
| 3Y | +34.7% | +33.4% | +1.3% | +21.2% |
| 5Y | +118.0% | +67.3% | +50.8% | +80.1% |
| 10Y | +364.1% | +110.7% | +253.4% | +249.3% |
| All | +53,560.1% | +1,433.1% | +52,127.0% | +25,702.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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