+53,560.1%
ORLY vs HAL
+630.9%
+52,929.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.1% |
| 7D | -1.0% | -1.3% | +0.3% | -0.9% |
| 30D | -6.7% | +10.9% | -17.6% | -8.0% |
| 3M | -3.8% | -5.8% | +2.0% | -3.3% |
| 6M | -9.0% | +8.1% | -17.1% | -10.4% |
| YTD | -5.6% | +33.2% | -38.8% | -9.7% |
| 1Y | -19.5% | +74.2% | -93.7% | -25.9% |
| 3Y | +34.7% | -3.7% | +38.4% | +32.1% |
| 5Y | +118.0% | +111.9% | +6.2% | +86.0% |
| 10Y | +364.1% | +7.4% | +356.7% | +297.1% |
| All | +53,560.1% | +630.9% | +52,929.3% | +34,862.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling