+41,093.7%
ORLY vs MCK
+6,818.8%
+34,274.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.3% |
| 7D | -2.4% | -2.9% | +0.6% | -1.7% |
| 30D | -6.8% | +0.4% | -7.2% | -6.9% |
| 3M | -4.8% | +12.1% | -16.9% | -7.2% |
| 6M | -9.1% | -5.4% | -3.6% | -8.3% |
| YTD | -5.9% | +7.8% | -13.7% | -8.3% |
| 1Y | -20.4% | +22.9% | -43.4% | -24.7% |
| 3Y | +36.6% | +110.7% | -74.1% | +14.0% |
| 5Y | +117.3% | +346.2% | -228.9% | +53.8% |
| 10Y | +362.7% | +440.1% | -77.4% | +202.5% |
| All | +41,093.7% | +6,818.8% | +34,274.9% | +17,673.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling