+3,570.3%
ORLY vs PODD
+711.3%
+2,859.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.6% |
| 7D | -1.0% | -6.9% | +5.9% | -0.2% |
| 30D | -6.7% | -3.5% | -3.2% | -6.3% |
| 3M | -3.8% | -13.6% | +9.8% | -2.6% |
| 6M | -9.0% | -42.6% | +33.6% | -3.6% |
| YTD | -5.6% | -51.5% | +45.9% | +1.8% |
| 1Y | -19.5% | -60.9% | +41.4% | -11.1% |
| 3Y | +34.7% | -19.8% | +54.5% | +33.4% |
| 5Y | +118.0% | -54.4% | +172.4% | +126.6% |
| 10Y | +364.1% | +236.1% | +128.0% | +265.3% |
| All | +3,570.3% | +711.3% | +2,859.0% | +2,100.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling