+57,369.0%
ORLY vs MMM
+1,915.8%
+55,453.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.0% |
| 7D | +2.6% | -0.4% | +2.9% | +2.7% |
| 30D | +6.3% | +12.1% | -5.8% | +1.8% |
| 3M | -0.4% | +1.4% | -1.8% | -1.3% |
| 6M | +2.8% | +26.6% | -23.8% | -6.1% |
| YTD | +1.1% | +16.8% | -15.7% | -5.5% |
| 1Y | -6.3% | +10.1% | -16.4% | -10.5% |
| 3Y | +38.9% | +158.4% | -119.6% | -7.5% |
| 5Y | +113.1% | +43.1% | +70.0% | +74.9% |
| 10Y | +426.2% | +74.2% | +352.1% | +283.7% |
| All | +57,369.0% | +1,915.8% | +55,453.2% | +20,626.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling