+116.5%
ORLY vs HUT
+78.5%
+38.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.5% | +4.9% | -0.6% |
| 7D | -2.1% | +2.8% | -5.0% | -2.2% |
| 30D | -7.6% | +2.1% | -9.7% | -7.6% |
| 3M | -5.5% | -14.3% | +8.8% | -5.5% |
| 6M | -9.7% | +84.2% | -93.9% | -10.6% |
| YTD | -6.2% | +97.2% | -103.5% | -7.2% |
| 1Y | -18.6% | +192.7% | -211.4% | -19.9% |
| 3Y | +33.8% | +712.6% | -678.7% | +27.6% |
| 5Y | +116.5% | +85.5% | +31.1% | +103.9% |
| All | +116.5% | +78.5% | +38.0% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 5y: compounded portfolio wealth divided by compounded HUT 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…
5y analysis · Full analysis span regression · 6 months rolling