+361.0%
ORLY vs GEN
+159.8%
+201.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.2% |
| 7D | -2.4% | -1.3% | -1.1% | -2.2% |
| 30D | -6.8% | +6.1% | -12.9% | -7.5% |
| 3M | -4.8% | +27.0% | -31.7% | -7.6% |
| 6M | -9.1% | +43.9% | -52.9% | -13.5% |
| YTD | -5.9% | +13.0% | -18.9% | -7.8% |
| 1Y | -20.4% | +4.0% | -24.4% | -21.2% |
| 3Y | +36.6% | +66.2% | -29.6% | +26.0% |
| 5Y | +117.3% | +23.2% | +94.1% | +106.1% |
| All | +361.0% | +159.8% | +201.2% | +276.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling