+53,441.7%
ORLY vs GEN
+5,133.2%
+48,308.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.5% | -1.9% |
| 7D | -2.3% | -0.7% | -1.6% | -2.3% |
| 30D | -8.2% | +2.6% | -10.8% | -8.6% |
| 3M | -3.5% | +15.8% | -19.3% | -5.6% |
| 6M | -9.2% | +33.1% | -42.3% | -13.2% |
| YTD | -5.8% | +11.3% | -17.1% | -7.9% |
| 1Y | -19.3% | +1.7% | -20.9% | -20.1% |
| 3Y | +34.4% | +58.1% | -23.7% | +24.0% |
| 5Y | +117.8% | +20.6% | +97.2% | +106.1% |
| 10Y | +356.9% | +149.0% | +208.0% | +276.2% |
| All | +53,441.7% | +5,133.2% | +48,308.5% | +27,736.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling