+361.0%
ORLY vs HRB
+209.1%
+151.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.2% | +0.2% |
| 7D | -2.4% | -8.0% | +5.7% | -0.5% |
| 30D | -6.8% | -16.0% | +9.2% | -3.1% |
| 3M | -4.8% | +26.9% | -31.6% | -10.5% |
| 6M | -9.1% | +51.1% | -60.2% | -18.8% |
| YTD | -5.9% | +7.1% | -13.0% | -9.0% |
| 1Y | -20.4% | -9.6% | -10.8% | -19.8% |
| 3Y | +36.6% | +25.4% | +11.2% | +23.9% |
| 5Y | +117.3% | +114.9% | +2.4% | +65.4% |
| All | +361.0% | +209.1% | +151.9% | +201.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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