+54,688.5%
ORLY vs MOS
+121.9%
+54,566.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.4% |
| 7D | -0.7% | +9.5% | -10.2% | -2.0% |
| 30D | -5.9% | +10.4% | -16.4% | -7.3% |
| 3M | -0.6% | +12.9% | -13.5% | -2.7% |
| 6M | -6.8% | +1.2% | -8.0% | -7.8% |
| YTD | -3.6% | +9.3% | -13.0% | -5.9% |
| 1Y | -16.3% | -18.0% | +1.6% | -15.3% |
| 3Y | +39.1% | -29.0% | +68.2% | +41.2% |
| 5Y | +125.4% | -9.6% | +135.0% | +113.3% |
| 10Y | +366.5% | +6.1% | +360.5% | +298.8% |
| All | +54,688.5% | +121.9% | +54,566.6% | +31,174.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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