+36.1%
ORLY vs OPEN
-27.1%
+63.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.7% | +6.0% | -0.6% |
| 7D | -2.1% | -10.5% | +8.4% | -2.1% |
| 30D | -7.6% | -21.8% | +14.2% | -7.5% |
| 3M | -5.5% | -37.5% | +32.0% | -5.3% |
| 6M | -9.7% | -44.1% | +34.4% | -9.5% |
| YTD | -6.2% | -52.0% | +45.7% | -5.9% |
| 1Y | -18.6% | -52.2% | +33.6% | -18.7% |
| All | +36.1% | -27.1% | +63.2% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 3y: compounded portfolio wealth divided by compounded OPEN 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…
3y analysis · Full analysis span regression · 6 months rolling