+53,441.7%
ORLY vs PH
+18,859.6%
+34,582.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.1% |
| 7D | -2.3% | +0.4% | -2.7% | -2.5% |
| 30D | -8.2% | -10.8% | +2.6% | -4.9% |
| 3M | -3.5% | +8.5% | -12.0% | -6.3% |
| 6M | -9.2% | +3.9% | -13.1% | -11.0% |
| YTD | -5.8% | +9.4% | -15.3% | -9.4% |
| 1Y | -19.3% | +26.8% | -46.1% | -26.1% |
| 3Y | +34.4% | +140.8% | -106.4% | -2.8% |
| 5Y | +117.8% | +253.8% | -135.9% | +36.2% |
| 10Y | +356.9% | +792.3% | -435.4% | +99.7% |
| All | +53,441.7% | +18,859.6% | +34,582.1% | +12,272.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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