+112.8%
ORLY vs HUT
-25.2%
+138.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -7.1% | +7.8% | +0.7% |
| 7D | +2.6% | +9.3% | -6.8% | +2.5% |
| 30D | +6.3% | -23.1% | +29.5% | +6.4% |
| 3M | -0.4% | -30.6% | +30.2% | -0.4% |
| 6M | +2.8% | -46.9% | +49.6% | +2.9% |
| YTD | +1.1% | +25.3% | -24.2% | 0.0% |
| 1Y | -6.3% | +59.8% | -66.1% | -7.5% |
| 3Y | +38.9% | +467.2% | -428.3% | +31.3% |
| All | +112.8% | -25.2% | +138.0% | +105.5% |
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