+119.2%
ORLY vs HAL
+99.2%
+20.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | -2.4% | -3.3% | +1.0% | -2.2% |
| 30D | -6.8% | +8.2% | -14.9% | -7.1% |
| 3M | -4.8% | -9.4% | +4.7% | -4.3% |
| 6M | -9.1% | +0.6% | -9.7% | -9.2% |
| YTD | -5.9% | +28.6% | -34.5% | -7.2% |
| 1Y | -20.4% | +63.9% | -84.3% | -22.5% |
| 3Y | +36.6% | -7.1% | +43.7% | +36.8% |
| All | +119.2% | +99.2% | +20.0% | +103.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling