+220.9%
ORLY vs MP
+291.5%
-70.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.5% | -2.8% | +0.6% |
| 7D | +2.6% | +9.5% | -6.9% | +2.3% |
| 30D | +6.3% | -3.0% | +9.3% | +6.4% |
| 3M | -0.4% | -30.4% | +29.9% | +0.4% |
| 6M | +2.8% | -39.2% | +42.0% | +3.9% |
| YTD | +1.1% | -23.3% | +24.4% | +1.1% |
| 1Y | -6.3% | -32.6% | +26.4% | -5.9% |
| 3Y | +38.9% | +159.3% | -120.4% | +29.1% |
| 5Y | +113.1% | -16.4% | +129.5% | +106.2% |
| All | +220.9% | +291.5% | -70.6% | +171.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 10y: compounded portfolio wealth divided by compounded MP 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…
10y analysis · Full analysis span regression · 6 months rolling