+53,398.1%
ORLY vs PSA
+9,754.7%
+43,643.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | +0.2% |
| 7D | -2.4% | -1.8% | -0.5% | -1.8% |
| 30D | -6.8% | -8.4% | +1.6% | -4.2% |
| 3M | -4.8% | -7.8% | +3.1% | -2.3% |
| 6M | -9.1% | +0.8% | -9.9% | -9.4% |
| YTD | -5.9% | +16.5% | -22.4% | -10.5% |
| 1Y | -20.4% | +4.7% | -25.1% | -21.8% |
| 3Y | +36.6% | +21.1% | +15.5% | +26.2% |
| 5Y | +117.3% | +14.2% | +103.1% | +101.2% |
| 10Y | +362.7% | +102.6% | +260.2% | +250.6% |
| All | +53,398.1% | +9,754.7% | +43,643.3% | +18,401.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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