+154.8%
ORLY vs PL
+45.6%
+109.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.4% |
| 7D | -0.7% | +5.6% | -6.3% | -0.8% |
| 30D | +3.4% | -16.9% | +20.3% | +3.7% |
| 3M | -3.1% | -38.2% | +35.1% | -2.2% |
| 6M | -3.8% | -63.4% | +59.6% | -2.3% |
| YTD | -2.0% | -27.6% | +25.6% | -2.6% |
| 1Y | -8.9% | +6.6% | -15.5% | -10.6% |
| 3Y | +36.0% | +557.6% | -521.6% | +22.5% |
| 5Y | +106.9% | +39.5% | +67.4% | +89.8% |
| All | +154.8% | +45.6% | +109.2% | +135.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling