+53,204.8%
ORLY vs EQT
+1,884.1%
+51,320.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.8% |
| 7D | -2.1% | -1.2% | -1.0% | -2.0% |
| 30D | -7.6% | +1.1% | -8.7% | -7.8% |
| 3M | -5.5% | +4.8% | -10.3% | -6.4% |
| 6M | -9.7% | -10.6% | +0.9% | -8.3% |
| YTD | -6.2% | +3.4% | -9.7% | -7.2% |
| 1Y | -18.6% | +8.7% | -27.3% | -20.4% |
| 3Y | +33.8% | +35.0% | -1.1% | +23.4% |
| 5Y | +116.5% | +204.2% | -87.7% | +63.3% |
| 10Y | +361.0% | +52.5% | +308.6% | +255.1% |
| All | +53,204.8% | +1,884.1% | +51,320.7% | +18,839.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling