+361.0%
ORLY vs PODD
+223.0%
+138.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +0.6% |
| 7D | -2.4% | -10.5% | +8.2% | -1.1% |
| 30D | -6.8% | -9.0% | +2.3% | -5.8% |
| 3M | -4.8% | -11.5% | +6.8% | -3.8% |
| 6M | -9.1% | -44.7% | +35.7% | -3.4% |
| YTD | -5.9% | -53.6% | +47.7% | +1.9% |
| 1Y | -20.4% | -61.0% | +40.5% | -12.2% |
| 3Y | +36.6% | -24.7% | +61.3% | +35.4% |
| 5Y | +117.3% | -55.5% | +172.8% | +126.1% |
| All | +361.0% | +223.0% | +138.1% | +294.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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