+361.0%
ORLY vs MMM
+55.8%
+305.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | 0.0% |
| 7D | -2.4% | -2.1% | -0.2% | -1.8% |
| 30D | -6.8% | -9.8% | +3.1% | -4.0% |
| 3M | -4.8% | +4.9% | -9.7% | -6.1% |
| 6M | -9.1% | +7.3% | -16.4% | -11.1% |
| YTD | -5.9% | +4.5% | -10.4% | -7.6% |
| 1Y | -20.4% | +5.4% | -25.8% | -22.2% |
| 3Y | +36.6% | +98.6% | -62.0% | +6.1% |
| 5Y | +117.3% | +27.4% | +89.9% | +98.5% |
| All | +361.0% | +55.8% | +305.2% | +274.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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