+36.6%
ORLY vs GWW
+89.6%
-53.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.2% |
| 7D | -2.4% | -3.4% | +1.0% | -1.5% |
| 30D | -6.8% | -1.9% | -4.9% | -6.3% |
| 3M | -4.8% | -2.4% | -2.4% | -4.4% |
| 6M | -9.1% | +15.7% | -24.8% | -13.0% |
| YTD | -5.9% | +27.6% | -33.5% | -12.8% |
| 1Y | -20.4% | +27.2% | -47.6% | -26.2% |
| 3Y | +36.6% | +89.7% | -53.1% | +4.1% |
| All | +36.6% | +89.6% | -53.1% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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