+1,458.9%
ORLY vs INDA
+109.8%
+1,349.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.5% |
| 7D | -1.0% | -2.6% | +1.6% | 0.0% |
| 30D | -6.7% | -2.9% | -3.7% | -5.6% |
| 3M | -3.8% | +2.4% | -6.2% | -4.7% |
| 6M | -9.0% | -2.6% | -6.4% | -8.3% |
| YTD | -5.6% | -10.0% | +4.3% | -2.2% |
| 1Y | -19.5% | -7.7% | -11.8% | -17.5% |
| 3Y | +34.7% | +8.9% | +25.8% | +28.3% |
| 5Y | +118.0% | +6.0% | +112.1% | +108.6% |
| 10Y | +364.1% | +84.4% | +279.7% | +247.2% |
| All | +1,458.9% | +109.8% | +1,349.1% | +1,002.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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