+53,204.8%
ORLY vs MKC
+1,595.4%
+51,609.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | +0.1% | -0.4% |
| 7D | -2.1% | -2.8% | +0.7% | -1.3% |
| 30D | -7.6% | -3.4% | -4.2% | -6.7% |
| 3M | -5.5% | +3.8% | -9.2% | -6.6% |
| 6M | -9.7% | -17.9% | +8.2% | -4.7% |
| YTD | -6.2% | -23.6% | +17.4% | +0.7% |
| 1Y | -18.6% | -23.1% | +4.4% | -13.0% |
| 3Y | +33.8% | -31.5% | +65.4% | +46.2% |
| 5Y | +116.5% | -33.1% | +149.6% | +135.2% |
| 10Y | +361.0% | +29.3% | +331.7% | +308.9% |
| All | +53,204.8% | +1,595.4% | +51,609.5% | +28,081.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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