+119.2%
ORLY vs OPEN
-85.2%
+204.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.4% |
| 7D | -2.4% | -11.4% | +9.1% | -2.1% |
| 30D | -6.8% | -20.1% | +13.3% | -6.4% |
| 3M | -4.8% | -37.6% | +32.8% | -4.1% |
| 6M | -9.1% | -47.1% | +38.0% | -8.2% |
| YTD | -5.9% | -52.1% | +46.2% | -5.0% |
| 1Y | -20.4% | -73.5% | +53.1% | -18.9% |
| 3Y | +36.6% | -24.4% | +61.0% | +31.4% |
| All | +119.2% | -85.2% | +204.4% | +115.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling