+17,775.9%
ORLY vs RBA
+3,565.6%
+14,210.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -0.7% | -2.9% | +2.2% | 0.0% |
| 30D | -5.9% | -12.3% | +6.4% | -3.3% |
| 3M | -0.6% | -20.5% | +19.9% | +4.0% |
| 6M | -6.8% | -18.5% | +11.8% | -3.2% |
| YTD | -3.6% | -18.2% | +14.6% | -0.5% |
| 1Y | -16.3% | -27.5% | +11.2% | -11.3% |
| 3Y | +39.1% | +38.1% | +1.1% | +25.4% |
| 5Y | +125.4% | +44.8% | +80.6% | +96.0% |
| 10Y | +366.5% | +187.1% | +179.4% | +230.6% |
| All | +17,775.9% | +3,565.6% | +14,210.4% | +5,526.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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