+38.9%
ORLY vs MMM
+158.4%
-119.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +0.8% |
| 7D | +2.6% | -0.4% | +2.9% | +2.6% |
| 30D | +6.3% | +12.1% | -5.8% | +4.3% |
| 3M | -0.4% | +1.4% | -1.8% | -0.8% |
| 6M | +2.8% | +26.6% | -23.8% | -0.9% |
| YTD | +1.1% | +16.8% | -15.7% | -1.7% |
| 1Y | -6.3% | +10.1% | -16.4% | -8.2% |
| 3Y | +38.9% | +158.4% | -119.6% | +30.3% |
| All | +38.9% | +158.4% | -119.5% | +30.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling