+55,935.2%
ORLY vs MOS
+93.5%
+55,841.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.9% | -1.8% |
| 7D | +2.0% | +21.6% | -19.6% | -0.9% |
| 30D | +6.2% | +12.0% | -5.7% | +4.3% |
| 3M | -3.7% | -3.9% | +0.2% | -3.7% |
| 6M | -5.2% | -3.3% | -1.8% | -5.6% |
| YTD | -1.4% | -4.6% | +3.2% | -2.3% |
| 1Y | -5.4% | -7.0% | +1.6% | -6.0% |
| 3Y | +41.0% | -24.4% | +65.5% | +41.4% |
| 5Y | +111.3% | -32.1% | +143.4% | +108.3% |
| 10Y | +416.2% | +10.3% | +405.9% | +336.7% |
| All | +55,935.2% | +93.5% | +55,841.7% | +32,375.2% |
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