+4,268.1%
ORLY vs QID
-100.0%
+4,368.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.4% |
| 7D | -1.0% | -1.9% | +0.9% | -1.6% |
| 30D | -6.7% | +1.7% | -8.4% | -6.2% |
| 3M | -3.8% | -3.9% | +0.1% | -4.6% |
| 6M | -9.0% | -30.0% | +21.0% | -17.4% |
| YTD | -5.6% | -28.2% | +22.6% | -13.5% |
| 1Y | -19.5% | -35.6% | +16.2% | -28.5% |
| 3Y | +34.7% | -74.3% | +109.0% | -5.9% |
| 5Y | +118.0% | -80.8% | +198.9% | +53.1% |
| 10Y | +364.1% | -99.2% | +463.3% | +29.8% |
| All | +4,268.1% | -100.0% | +4,368.0% | +335.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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