+15,670.4%
ORLY vs EW
+6,681.4%
+8,989.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -1.0% | -5.1% | +4.1% | 0.0% |
| 30D | -6.7% | -6.4% | -0.3% | -5.5% |
| 3M | -3.8% | -1.6% | -2.3% | -3.6% |
| 6M | -9.0% | +2.3% | -11.3% | -9.6% |
| YTD | -5.6% | +1.1% | -6.7% | -6.2% |
| 1Y | -19.5% | +8.0% | -27.5% | -21.0% |
| 3Y | +34.7% | +16.3% | +18.4% | +26.2% |
| 5Y | +118.0% | -29.4% | +147.5% | +122.4% |
| 10Y | +364.1% | +125.6% | +238.5% | +267.6% |
| All | +15,670.4% | +6,681.4% | +8,989.0% | +5,823.4% |
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