+116.5%
ORLY vs PWR
+440.5%
-323.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.7% | -0.6% |
| 7D | -2.1% | -0.2% | -1.9% | -2.1% |
| 30D | -7.6% | -7.7% | +0.1% | -7.1% |
| 3M | -5.5% | -4.9% | -0.5% | -5.4% |
| 6M | -9.7% | +9.7% | -19.4% | -11.4% |
| YTD | -6.2% | +46.7% | -52.9% | -10.9% |
| 1Y | -18.6% | +58.7% | -77.4% | -23.7% |
| 3Y | +33.8% | +200.7% | -166.9% | +9.4% |
| 5Y | +116.5% | +438.6% | -322.0% | +49.3% |
| All | +116.5% | +440.5% | -323.9% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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