+7,490.2%
ORLY vs MOH
+1,358.8%
+6,131.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.6% | +0.1% |
| 7D | -2.4% | +1.7% | -4.1% | -2.6% |
| 30D | -6.8% | -0.9% | -5.9% | -6.7% |
| 3M | -4.8% | +5.7% | -10.5% | -5.9% |
| 6M | -9.1% | +39.1% | -48.2% | -14.4% |
| YTD | -5.9% | +17.7% | -23.6% | -10.0% |
| 1Y | -20.4% | +8.4% | -28.8% | -23.3% |
| 3Y | +36.6% | -36.6% | +73.1% | +39.6% |
| 5Y | +117.3% | -19.1% | +136.4% | +111.4% |
| 10Y | +362.7% | +262.8% | +99.9% | +240.7% |
| All | +7,490.2% | +1,358.8% | +6,131.4% | +3,693.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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