+116.5%
ORLY vs GEN
+21.5%
+95.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | -2.1% | -4.3% | +2.2% | -1.6% |
| 30D | -7.6% | +3.8% | -11.4% | -8.1% |
| 3M | -5.5% | +22.3% | -27.7% | -7.9% |
| 6M | -9.7% | +39.0% | -48.7% | -13.8% |
| YTD | -6.2% | +11.9% | -18.1% | -7.8% |
| 1Y | -18.6% | +4.5% | -23.2% | -19.3% |
| 3Y | +33.8% | +59.0% | -25.2% | +23.7% |
| 5Y | +116.5% | +22.0% | +94.5% | +107.0% |
| All | +116.5% | +21.5% | +95.1% | +107.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling