+361.0%
ORLY vs HAL
+4.5%
+356.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | -2.4% | -3.3% | +1.0% | -2.0% |
| 30D | -6.8% | +8.2% | -14.9% | -7.7% |
| 3M | -4.8% | -9.4% | +4.7% | -3.8% |
| 6M | -9.1% | +0.6% | -9.7% | -9.6% |
| YTD | -5.9% | +28.6% | -34.5% | -9.3% |
| 1Y | -20.4% | +63.9% | -84.3% | -25.9% |
| 3Y | +36.6% | -7.1% | +43.7% | +35.2% |
| 5Y | +117.3% | +102.3% | +15.0% | +84.2% |
| All | +361.0% | +4.5% | +356.5% | +281.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 10y: compounded portfolio wealth divided by compounded HAL 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…
10y analysis · Full analysis span regression · 6 months rolling