+191.1%
ORLY vs ONTO
+696.1%
-505.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | 0.0% |
| 7D | -2.4% | +4.9% | -7.3% | -2.8% |
| 30D | -6.8% | -16.6% | +9.9% | -5.5% |
| 3M | -4.8% | -7.3% | +2.6% | -5.2% |
| 6M | -9.1% | +45.9% | -55.0% | -14.3% |
| YTD | -5.9% | +78.2% | -84.1% | -13.6% |
| 1Y | -20.4% | +159.8% | -180.2% | -30.5% |
| 3Y | +36.6% | +123.4% | -86.8% | +11.5% |
| 5Y | +117.3% | +265.8% | -148.5% | +50.5% |
| All | +191.1% | +696.1% | -505.0% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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