+365.1%
ORLY vs REPL
+36.8%
+328.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | +2.6% | +1.2% | +1.3% | +2.5% |
| 30D | +6.3% | +92.2% | -85.8% | +4.7% |
| 3M | -0.4% | +44.1% | -44.5% | -1.4% |
| 6M | +2.8% | +313.0% | -310.2% | -2.5% |
| YTD | +1.1% | +125.2% | -124.1% | -4.3% |
| 1Y | -6.3% | +143.8% | -150.0% | -11.5% |
| 3Y | +38.9% | +104.2% | -65.3% | +18.1% |
| 5Y | +113.1% | -34.5% | +147.6% | +94.6% |
| All | +365.1% | +36.8% | +328.3% | +242.9% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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