+112.8%
ORLY vs PAAS
+48.6%
+64.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.7% |
| 7D | +2.6% | -8.9% | +11.5% | +2.9% |
| 30D | +6.3% | -11.4% | +17.8% | +6.7% |
| 3M | -0.4% | -20.4% | +20.0% | +0.2% |
| 6M | +2.8% | -40.7% | +43.5% | +4.4% |
| YTD | +1.1% | -26.9% | +28.0% | +1.7% |
| 1Y | -6.3% | -3.1% | -3.2% | -6.6% |
| 3Y | +38.9% | +199.3% | -160.4% | +30.5% |
| All | +112.8% | +48.6% | +64.2% | +112.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling