+39,699.3%
ORLY vs PAAS
+1,235.6%
+38,463.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +0.7% |
| 7D | -0.7% | -2.9% | +2.2% | -0.6% |
| 30D | -5.9% | +6.8% | -12.7% | -6.2% |
| 3M | -0.6% | -2.9% | +2.3% | -0.6% |
| 6M | -6.8% | -16.4% | +9.7% | -6.4% |
| YTD | -3.6% | 0.0% | -3.7% | -4.1% |
| 1Y | -16.3% | +54.3% | -70.7% | -18.1% |
| 3Y | +39.1% | +230.7% | -191.5% | +31.3% |
| 5Y | +125.4% | +111.6% | +13.8% | +114.8% |
| 10Y | +366.5% | +211.7% | +154.8% | +330.0% |
| All | +39,699.3% | +1,235.6% | +38,463.7% | +37,895.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling