+55,623.5%
ORLY vs PPL
+1,205.3%
+54,418.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | +3.4% | +4.3% | -0.9% | +2.1% |
| 3M | -3.1% | +2.9% | -6.0% | -4.0% |
| 6M | -3.8% | +1.1% | -4.9% | -4.3% |
| YTD | -2.0% | +4.5% | -6.4% | -3.7% |
| 1Y | -8.9% | +0.1% | -9.0% | -9.3% |
| 3Y | +36.0% | +55.7% | -19.7% | +17.9% |
| 5Y | +106.9% | +47.6% | +59.3% | +80.9% |
| 10Y | +410.7% | +66.8% | +343.9% | +320.0% |
| All | +55,623.5% | +1,205.3% | +54,418.3% | +27,651.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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