+7,623.9%
ORLY vs HDB
+3,694.0%
+3,929.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -1.6% |
| 7D | -2.3% | -2.0% | -0.3% | -1.9% |
| 30D | -8.2% | -4.9% | -3.3% | -7.1% |
| 3M | -3.5% | -2.3% | -1.2% | -3.4% |
| 6M | -9.2% | -23.7% | +14.5% | -3.9% |
| YTD | -5.8% | -38.5% | +32.6% | +4.6% |
| 1Y | -19.3% | -36.5% | +17.2% | -11.1% |
| 3Y | +34.4% | -28.5% | +62.9% | +41.6% |
| 5Y | +117.8% | -37.4% | +155.2% | +133.1% |
| 10Y | +356.9% | +34.0% | +322.9% | +291.8% |
| All | +7,623.9% | +3,694.0% | +3,929.9% | +2,978.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling