+7,455.0%
ORLY vs PRU
+806.6%
+6,648.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.5% | +0.8% |
| 7D | -0.7% | +1.9% | -2.6% | -1.1% |
| 30D | -5.9% | +2.7% | -8.7% | -6.5% |
| 3M | -0.6% | +19.5% | -20.0% | -4.6% |
| 6M | -6.8% | +26.6% | -33.4% | -11.8% |
| YTD | -3.6% | +12.3% | -16.0% | -6.5% |
| 1Y | -16.3% | +18.0% | -34.4% | -19.9% |
| 3Y | +39.1% | +47.0% | -7.9% | +25.3% |
| 5Y | +125.4% | +48.4% | +77.0% | +100.0% |
| 10Y | +366.5% | +142.4% | +224.1% | +253.1% |
| All | +7,455.0% | +806.6% | +6,648.5% | +2,710.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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