+19,393.9%
ORLY vs PWR
+8,273.5%
+11,120.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.8% |
| 7D | +2.6% | +11.3% | -8.7% | +0.8% |
| 30D | +6.3% | -8.9% | +15.2% | +7.2% |
| 3M | -0.4% | -10.5% | +10.1% | +0.3% |
| 6M | +2.8% | -22.2% | +24.9% | +5.0% |
| YTD | +1.1% | +42.7% | -41.7% | -6.8% |
| 1Y | -6.3% | +41.1% | -47.4% | -13.5% |
| 3Y | +38.9% | +242.7% | -203.9% | +7.8% |
| 5Y | +113.1% | +418.5% | -305.5% | +52.4% |
| 10Y | +426.2% | +1,855.0% | -1,428.8% | +196.5% |
| All | +19,393.9% | +8,273.5% | +11,120.4% | +7,678.4% |
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