+53,398.1%
ORLY vs GIS
+656.1%
+52,742.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -2.4% | -6.4% | +4.0% | -0.2% |
| 30D | -6.8% | -6.1% | -0.7% | -4.9% |
| 3M | -4.8% | +7.8% | -12.6% | -7.5% |
| 6M | -9.1% | -8.8% | -0.3% | -6.7% |
| YTD | -5.9% | -19.1% | +13.2% | +0.2% |
| 1Y | -20.4% | -24.8% | +4.4% | -13.3% |
| 3Y | +36.6% | -37.6% | +74.1% | +56.4% |
| 5Y | +117.3% | -25.4% | +142.7% | +131.6% |
| 10Y | +362.7% | -19.6% | +382.3% | +366.9% |
| All | +53,398.1% | +656.1% | +52,742.0% | +32,351.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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