+36.1%
ORLY vs HAL
-7.2%
+43.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.6% |
| 7D | -2.1% | -3.3% | +1.1% | -2.1% |
| 30D | -7.6% | +7.2% | -14.8% | -7.7% |
| 3M | -5.5% | -8.8% | +3.3% | -5.2% |
| 6M | -9.7% | +3.0% | -12.7% | -9.7% |
| YTD | -6.2% | +29.4% | -35.6% | -6.6% |
| 1Y | -18.6% | +62.8% | -81.5% | -19.3% |
| All | +36.1% | -7.2% | +43.3% | +36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling