+59.5%
ORLY vs GEHC
+2.1%
+57.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +0.4% |
| 7D | -2.4% | -7.2% | +4.8% | -1.7% |
| 30D | -6.8% | -11.6% | +4.8% | -5.8% |
| 3M | -4.8% | -0.8% | -3.9% | -4.8% |
| 6M | -9.1% | -11.9% | +2.8% | -8.4% |
| YTD | -5.9% | -21.9% | +16.0% | -4.5% |
| 1Y | -20.4% | -17.8% | -2.6% | -19.6% |
| 3Y | +36.6% | -3.5% | +40.1% | +36.5% |
| All | +59.5% | +2.1% | +57.4% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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