+4,205.3%
ORLY vs MSCI
+3,191.3%
+1,014.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.7% | +0.3% |
| 7D | +2.6% | +3.0% | -0.4% | +1.8% |
| 30D | +6.3% | +17.8% | -11.4% | +1.8% |
| 3M | -0.4% | +15.2% | -15.6% | -4.2% |
| 6M | +2.8% | +16.5% | -13.7% | -1.9% |
| YTD | +1.1% | +16.4% | -15.3% | -4.0% |
| 1Y | -6.3% | +16.8% | -23.1% | -11.1% |
| 3Y | +38.9% | +35.8% | +3.1% | +23.9% |
| 5Y | +113.1% | +7.0% | +106.1% | +97.6% |
| 10Y | +426.2% | +818.6% | -392.4% | +164.6% |
| All | +4,205.3% | +3,191.3% | +1,014.0% | +1,303.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling