+356.9%
ORLY vs IP
+20.7%
+336.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -1.9% |
| 7D | -2.3% | +0.1% | -2.4% | -2.4% |
| 30D | -8.2% | -11.2% | +3.1% | -6.0% |
| 3M | -3.5% | +12.3% | -15.8% | -6.3% |
| 6M | -9.2% | -5.2% | -4.0% | -9.2% |
| YTD | -5.8% | -4.0% | -1.9% | -6.6% |
| 1Y | -19.3% | -19.2% | -0.1% | -17.1% |
| 3Y | +34.4% | +20.3% | +14.1% | +19.0% |
| 5Y | +117.8% | -17.5% | +135.3% | +114.3% |
| 10Y | +356.9% | +21.2% | +335.8% | +251.1% |
| All | +356.9% | +20.7% | +336.3% | +251.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling