-18.6%
ORLY vs IBB
+42.3%
-61.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.4% |
| 7D | -2.1% | -5.2% | +3.1% | -1.0% |
| 30D | -7.6% | +1.5% | -9.1% | -8.0% |
| 3M | -5.5% | +22.1% | -27.6% | -10.4% |
| 6M | -9.7% | +17.7% | -27.4% | -14.0% |
| YTD | -6.2% | +20.2% | -26.4% | -11.1% |
| 1Y | -18.6% | +44.4% | -63.1% | -22.5% |
| All | -18.6% | +42.3% | -61.0% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling