+118.0%
ORLY vs MSCI
-11.2%
+129.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | -1.0% | -1.1% | +0.1% | -0.8% |
| 30D | -6.7% | -1.2% | -5.5% | -6.5% |
| 3M | -3.8% | -8.4% | +4.6% | -2.6% |
| 6M | -9.0% | -1.0% | -8.0% | -9.4% |
| YTD | -5.6% | -2.3% | -3.4% | -6.0% |
| 1Y | -19.5% | -1.2% | -18.3% | -20.2% |
| 3Y | +34.7% | +7.9% | +26.8% | +29.3% |
| 5Y | +118.0% | -10.1% | +128.1% | +114.5% |
| All | +118.0% | -11.2% | +129.2% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 5y: compounded portfolio wealth divided by compounded MSCI 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…
5y analysis · Full analysis span regression · 6 months rolling