+202.5%
ORLY vs OPEN
-71.4%
+273.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.3% | -2.2% |
| 7D | -2.3% | +1.0% | -3.3% | -2.4% |
| 30D | -8.2% | -11.9% | +3.7% | -8.0% |
| 3M | -3.5% | -28.8% | +25.3% | -3.1% |
| 6M | -9.2% | -38.6% | +29.4% | -8.7% |
| YTD | -5.8% | -47.3% | +41.5% | -5.1% |
| 1Y | -19.3% | -49.2% | +29.9% | -19.3% |
| 3Y | +34.4% | -18.8% | +53.2% | +29.9% |
| 5Y | +117.8% | -83.6% | +201.5% | +112.3% |
| All | +202.5% | -71.4% | +273.9% | +183.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling