+359.4%
ORLY vs PAAS
+232.4%
+127.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | -0.4% |
| 7D | -2.1% | -3.7% | +1.6% | -1.9% |
| 30D | -7.6% | -1.9% | -5.8% | -7.6% |
| 3M | -5.5% | +15.1% | -20.5% | -6.4% |
| 6M | -9.7% | -17.1% | +7.4% | -9.2% |
| YTD | -6.2% | -1.3% | -4.9% | -6.8% |
| 1Y | -18.6% | +41.1% | -59.7% | -21.0% |
| 3Y | +33.8% | +244.2% | -210.4% | +21.0% |
| 5Y | +116.5% | +120.8% | -4.3% | +99.5% |
| All | +359.4% | +232.4% | +127.0% | +290.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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