+38,793.6%
ORLY vs O
+5,367.1%
+33,426.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | -2.3% | -0.6% | -1.8% | -2.2% |
| 30D | -8.2% | -2.0% | -6.2% | -7.6% |
| 3M | -3.5% | +3.0% | -6.5% | -4.4% |
| 6M | -9.2% | -3.6% | -5.6% | -8.1% |
| YTD | -5.8% | +12.1% | -17.9% | -9.5% |
| 1Y | -19.3% | +8.9% | -28.2% | -21.7% |
| 3Y | +34.4% | +30.3% | +4.1% | +21.5% |
| 5Y | +117.8% | +13.7% | +104.1% | +104.2% |
| 10Y | +356.9% | +50.3% | +306.7% | +273.1% |
| All | +38,793.6% | +5,367.1% | +33,426.5% | +12,792.0% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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