+119.2%
ORLY vs EQX
+83.7%
+35.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.3% | +0.3% |
| 7D | -2.4% | -3.2% | +0.8% | -2.3% |
| 30D | -6.8% | +7.8% | -14.5% | -7.0% |
| 3M | -4.8% | +21.3% | -26.1% | -5.2% |
| 6M | -9.1% | -22.4% | +13.3% | -8.6% |
| YTD | -5.9% | -11.3% | +5.4% | -5.7% |
| 1Y | -20.4% | +13.5% | -33.9% | -20.8% |
| 3Y | +36.6% | +162.1% | -125.6% | +32.4% |
| All | +119.2% | +83.7% | +35.5% | +112.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 5y: compounded portfolio wealth divided by compounded EQX 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…
5y analysis · Full analysis span regression · 6 months rolling