+359.4%
ORLY vs RACE
+832.2%
-472.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.2% | -1.0% |
| 7D | -2.1% | -2.2% | +0.1% | -1.6% |
| 30D | -7.6% | -0.4% | -7.2% | -7.6% |
| 3M | -5.5% | +17.9% | -23.4% | -9.5% |
| 6M | -9.7% | +19.3% | -29.0% | -14.1% |
| YTD | -6.2% | +11.9% | -18.1% | -9.7% |
| 1Y | -18.6% | -12.7% | -5.9% | -17.1% |
| 3Y | +33.8% | +41.1% | -7.3% | +16.3% |
| 5Y | +116.5% | +94.1% | +22.5% | +67.7% |
| All | +359.4% | +832.2% | -472.9% | +151.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling