+4,413.1%
ORLY vs HBM
+649.7%
+3,763.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -1.0% | +5.5% | -6.5% | -1.4% |
| 30D | -6.7% | +3.3% | -10.0% | -7.0% |
| 3M | -3.8% | +12.7% | -16.5% | -5.0% |
| 6M | -9.0% | +28.2% | -37.2% | -11.4% |
| YTD | -5.6% | +45.3% | -50.9% | -9.1% |
| 1Y | -19.5% | +121.7% | -141.2% | -25.0% |
| 3Y | +34.7% | +523.5% | -488.8% | +13.8% |
| 5Y | +118.0% | +393.9% | -275.9% | +83.0% |
| 10Y | +364.1% | +647.9% | -283.8% | +247.7% |
| All | +4,413.1% | +649.7% | +3,763.4% | +3,353.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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