+110.5%
ORLY vs PCG
+7.2%
+103.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.4% |
| 7D | -1.9% | -2.2% | +0.3% | -1.7% |
| 30D | +4.5% | -0.5% | +4.9% | +4.5% |
| 3M | -2.2% | -24.0% | +21.8% | +0.8% |
| 6M | -0.9% | -18.6% | +17.7% | +1.0% |
| YTD | -0.7% | -17.7% | +16.9% | +0.9% |
| 1Y | -8.7% | -20.0% | +11.3% | -6.9% |
| 3Y | +37.7% | -20.2% | +57.9% | +39.0% |
| 5Y | +110.5% | +8.4% | +102.2% | +97.7% |
| All | +110.5% | +7.2% | +103.3% | +97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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