+18,484.7%
ORLY vs PWR
+8,583.6%
+9,901.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.5% |
| 7D | -0.7% | +3.6% | -4.3% | -1.2% |
| 30D | -5.9% | -8.6% | +2.6% | -4.7% |
| 3M | -0.6% | -13.2% | +12.6% | +0.8% |
| 6M | -6.8% | +9.9% | -16.7% | -9.3% |
| YTD | -3.6% | +48.0% | -51.7% | -10.9% |
| 1Y | -16.3% | +66.2% | -82.5% | -24.4% |
| 3Y | +39.1% | +195.1% | -156.0% | +11.5% |
| 5Y | +125.4% | +442.6% | -317.1% | +61.2% |
| 10Y | +366.5% | +2,334.2% | -1,967.7% | +156.4% |
| All | +18,484.7% | +8,583.6% | +9,901.1% | +7,336.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling