+53,398.1%
ORLY vs HUM
+5,602.7%
+47,795.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -1.9% | 0.0% |
| 7D | -2.4% | +2.1% | -4.4% | -2.6% |
| 30D | -6.8% | +5.4% | -12.2% | -7.5% |
| 3M | -4.8% | +11.4% | -16.2% | -6.4% |
| 6M | -9.1% | +141.5% | -150.6% | -20.6% |
| YTD | -5.9% | +61.2% | -67.1% | -13.4% |
| 1Y | -20.4% | +49.2% | -69.6% | -26.3% |
| 3Y | +36.6% | -9.0% | +45.6% | +33.0% |
| 5Y | +117.3% | +7.2% | +110.1% | +104.2% |
| 10Y | +362.7% | +152.7% | +210.0% | +281.9% |
| All | +53,398.1% | +5,602.7% | +47,795.3% | +29,799.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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