+54,688.5%
ORLY vs HAS
+1,320.8%
+53,367.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | -0.7% | -1.8% | +1.1% | -0.3% |
| 30D | -5.9% | +2.3% | -8.2% | -6.5% |
| 3M | -0.6% | +10.4% | -10.9% | -3.1% |
| 6M | -6.8% | -3.2% | -3.5% | -6.6% |
| YTD | -3.6% | +15.4% | -19.0% | -7.7% |
| 1Y | -16.3% | +18.8% | -35.1% | -20.6% |
| 3Y | +39.1% | +43.9% | -4.8% | +22.1% |
| 5Y | +125.4% | +13.9% | +111.5% | +105.7% |
| 10Y | +366.5% | +56.4% | +310.1% | +266.5% |
| All | +54,688.5% | +1,320.8% | +53,367.7% | +24,530.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling