+361.0%
ORLY vs EMB
+30.3%
+330.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -2.4% | -1.2% | -1.2% | -1.5% |
| 30D | -6.8% | -1.3% | -5.5% | -5.9% |
| 3M | -4.8% | -1.8% | -3.0% | -3.5% |
| 6M | -9.1% | +0.2% | -9.3% | -9.3% |
| YTD | -5.9% | +0.4% | -6.3% | -6.2% |
| 1Y | -20.4% | +2.8% | -23.2% | -22.1% |
| 3Y | +36.6% | +29.1% | +7.4% | +12.3% |
| 5Y | +117.3% | +6.3% | +111.1% | +113.2% |
| All | +361.0% | +30.3% | +330.7% | +263.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling