+361.0%
ORLY vs HDB
+42.1%
+319.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.9% | -6.5% | -1.3% |
| 7D | -2.4% | +0.7% | -3.0% | -2.6% |
| 30D | -6.8% | +1.0% | -7.8% | -7.1% |
| 3M | -4.8% | -2.0% | -2.8% | -4.8% |
| 6M | -9.1% | -18.1% | +9.0% | -5.3% |
| YTD | -5.9% | -36.1% | +30.2% | +3.9% |
| 1Y | -20.4% | -34.0% | +13.6% | -12.9% |
| 3Y | +36.6% | -26.7% | +63.3% | +43.2% |
| 5Y | +117.3% | -33.9% | +151.2% | +130.2% |
| All | +361.0% | +42.1% | +319.0% | +289.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling