-20.4%
ORLY vs MCK
+25.1%
-45.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -2.4% | -2.9% | +0.6% | -2.2% |
| 30D | -6.8% | +0.4% | -7.2% | -6.8% |
| 3M | -4.8% | +12.1% | -16.9% | -5.3% |
| 6M | -9.1% | -5.4% | -3.6% | -10.9% |
| YTD | -5.9% | +7.8% | -13.7% | -7.3% |
| 1Y | -20.4% | +22.9% | -43.4% | -22.7% |
| All | -20.4% | +25.1% | -45.6% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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