+54,688.5%
ORLY vs PCG
+11.3%
+54,677.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.9% | +0.4% |
| 7D | -0.7% | -13.9% | +13.2% | +0.3% |
| 30D | -5.9% | -16.9% | +10.9% | -4.7% |
| 3M | -0.6% | -14.7% | +14.2% | +0.5% |
| 6M | -6.8% | -23.8% | +17.1% | -4.9% |
| YTD | -3.6% | -10.5% | +6.9% | -3.1% |
| 1Y | -16.3% | -5.1% | -11.2% | -16.4% |
| 3Y | +39.1% | -11.6% | +50.8% | +39.2% |
| 5Y | +125.4% | +59.0% | +66.4% | +113.3% |
| 10Y | +366.5% | -75.7% | +442.3% | +381.3% |
| All | +54,688.5% | +11.3% | +54,677.1% | +48,601.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling