+118.0%
ORLY vs PCG
+55.2%
+62.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.3% | +4.5% | +0.7% |
| 7D | -1.0% | +6.5% | -7.5% | -1.8% |
| 30D | -6.7% | -16.7% | +10.1% | -4.9% |
| 3M | -3.8% | -14.2% | +10.4% | -2.5% |
| 6M | -9.0% | -21.5% | +12.4% | -6.7% |
| YTD | -5.6% | -11.2% | +5.6% | -4.9% |
| 1Y | -19.5% | -4.2% | -15.3% | -19.9% |
| 3Y | +34.7% | -14.9% | +49.6% | +35.1% |
| 5Y | +118.0% | +54.2% | +63.8% | +105.1% |
| All | +118.0% | +55.2% | +62.8% | +105.1% |
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