+107.9%
ORLY vs HAS
+51.6%
+56.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.2% | -0.5% |
| 7D | -0.7% | +3.3% | -3.9% | -1.0% |
| 30D | +3.4% | +30.5% | -27.1% | +0.5% |
| 3M | -3.1% | +29.9% | -33.0% | -5.8% |
| 6M | -3.8% | +26.5% | -30.4% | -6.5% |
| YTD | -2.0% | +51.9% | -53.9% | -6.6% |
| 1Y | -8.9% | +60.9% | -69.8% | -13.6% |
| 3Y | +36.0% | +215.0% | -179.0% | +17.2% |
| All | +107.9% | +51.6% | +56.3% | +121.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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