+53,560.1%
ORLY vs EIX
+697.7%
+52,862.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +0.8% |
| 7D | -1.0% | +4.1% | -5.1% | -1.8% |
| 30D | -6.7% | -15.3% | +8.6% | -4.8% |
| 3M | -3.8% | -18.4% | +14.6% | -1.4% |
| 6M | -9.0% | -16.8% | +7.8% | -7.1% |
| YTD | -5.6% | -0.6% | -5.1% | -6.8% |
| 1Y | -19.5% | +10.7% | -30.1% | -22.1% |
| 3Y | +34.7% | -4.5% | +39.2% | +32.0% |
| 5Y | +118.0% | +24.0% | +94.0% | +102.4% |
| 10Y | +364.1% | +22.9% | +341.2% | +321.9% |
| All | +53,560.1% | +697.7% | +52,862.4% | +38,848.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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