+13,083.5%
ORLY vs IBB
+560.8%
+12,522.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.0% |
| 7D | -0.7% | +1.4% | -2.1% | -1.3% |
| 30D | -5.9% | +10.5% | -16.4% | -10.0% |
| 3M | -0.6% | +23.6% | -24.2% | -9.5% |
| 6M | -6.8% | +22.6% | -29.4% | -15.0% |
| YTD | -3.6% | +25.7% | -29.3% | -13.1% |
| 1Y | -16.3% | +51.4% | -67.7% | -30.5% |
| 3Y | +39.1% | +64.4% | -25.2% | +9.6% |
| 5Y | +125.4% | +22.1% | +103.3% | +98.7% |
| 10Y | +366.5% | +132.5% | +234.1% | +196.5% |
| All | +13,083.5% | +560.8% | +12,522.7% | +3,942.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling