+37.0%
ORLY vs GEN
+57.6%
-20.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -1.0% | -2.9% | +1.9% | -0.7% |
| 30D | -6.7% | +2.1% | -8.7% | -6.9% |
| 3M | -3.8% | +19.7% | -23.5% | -5.7% |
| 6M | -9.0% | +33.3% | -42.3% | -11.9% |
| YTD | -5.6% | +11.1% | -16.7% | -6.6% |
| 1Y | -19.5% | +3.0% | -22.5% | -19.7% |
| All | +37.0% | +57.6% | -20.6% | +28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling