+143.0%
ORLY vs MNDY
-50.8%
+193.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.0% | -5.7% | -0.8% |
| 7D | -2.1% | -12.5% | +10.4% | -1.7% |
| 30D | -7.6% | -2.6% | -5.0% | -7.6% |
| 3M | -5.5% | +4.2% | -9.7% | -5.8% |
| 6M | -9.7% | +9.8% | -19.5% | -10.3% |
| YTD | -6.2% | -42.3% | +36.0% | -4.8% |
| 1Y | -18.6% | -54.5% | +35.9% | -16.8% |
| 3Y | +33.8% | -50.3% | +84.1% | +34.1% |
| 5Y | +116.5% | -77.1% | +193.6% | +113.3% |
| All | +143.0% | -50.8% | +193.9% | +154.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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