+16,789.8%
ORLY vs EW
+8,331.5%
+8,458.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.4% |
| 7D | +2.6% | +4.9% | -2.3% | +1.6% |
| 30D | +6.3% | +23.9% | -17.6% | +2.1% |
| 3M | -0.4% | +15.8% | -16.2% | -3.2% |
| 6M | +2.8% | +31.7% | -28.9% | -2.7% |
| YTD | +1.1% | +25.7% | -24.6% | -3.7% |
| 1Y | -6.3% | +24.4% | -30.7% | -10.5% |
| 3Y | +38.9% | +65.9% | -27.0% | +21.6% |
| 5Y | +113.1% | -7.6% | +120.7% | +106.4% |
| 10Y | +426.2% | +253.2% | +173.0% | +284.5% |
| All | +16,789.8% | +8,331.5% | +8,458.3% | +5,980.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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