+359.4%
ORLY vs EQT
+52.9%
+306.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.7% |
| 7D | -2.1% | -1.2% | -1.0% | -2.0% |
| 30D | -7.6% | +1.1% | -8.7% | -7.7% |
| 3M | -5.5% | +4.8% | -10.3% | -6.0% |
| 6M | -9.7% | -10.6% | +0.9% | -8.9% |
| YTD | -6.2% | +3.4% | -9.7% | -6.7% |
| 1Y | -18.6% | +8.7% | -27.3% | -19.6% |
| 3Y | +33.8% | +35.0% | -1.1% | +28.0% |
| 5Y | +116.5% | +204.2% | -87.7% | +84.0% |
| All | +359.4% | +52.9% | +306.5% | +291.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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