+119.2%
ORLY vs PODD
-55.4%
+174.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +0.5% |
| 7D | -2.4% | -10.5% | +8.2% | -1.4% |
| 30D | -6.8% | -9.0% | +2.3% | -6.0% |
| 3M | -4.8% | -11.5% | +6.8% | -4.1% |
| 6M | -9.1% | -44.7% | +35.7% | -5.1% |
| YTD | -5.9% | -53.6% | +47.7% | -0.5% |
| 1Y | -20.4% | -61.0% | +40.5% | -14.7% |
| 3Y | +36.6% | -24.7% | +61.3% | +35.0% |
| All | +119.2% | -55.4% | +174.6% | +120.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling