+53,560.1%
ORLY vs HRB
+1,413.4%
+52,146.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.9% | +0.6% |
| 7D | -1.0% | -10.6% | +9.6% | +1.6% |
| 30D | -6.7% | -0.8% | -5.8% | -7.0% |
| 3M | -3.8% | +19.1% | -22.9% | -8.5% |
| 6M | -9.0% | +48.7% | -57.7% | -18.9% |
| YTD | -5.6% | +7.1% | -12.7% | -9.3% |
| 1Y | -19.5% | -8.3% | -11.2% | -19.8% |
| 3Y | +34.7% | +25.8% | +8.9% | +21.8% |
| 5Y | +118.0% | +111.1% | +7.0% | +68.6% |
| 10Y | +364.1% | +206.6% | +157.5% | +204.5% |
| All | +53,560.1% | +1,413.4% | +52,146.7% | +25,241.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling