+118.0%
ORLY vs IBB
+20.0%
+98.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.5% |
| 7D | -1.0% | -3.9% | +2.9% | +0.1% |
| 30D | -6.7% | +2.7% | -9.4% | -7.5% |
| 3M | -3.8% | +21.4% | -25.2% | -9.1% |
| 6M | -9.0% | +20.1% | -29.1% | -13.9% |
| YTD | -5.6% | +21.9% | -27.5% | -11.1% |
| 1Y | -19.5% | +44.1% | -63.6% | -27.8% |
| 3Y | +34.7% | +63.4% | -28.6% | +14.9% |
| 5Y | +118.0% | +19.8% | +98.3% | +93.1% |
| All | +118.0% | +20.0% | +98.1% | +93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling