+54,688.5%
ORLY vs RF
+553.5%
+54,134.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.6% | +0.6% |
| 7D | -0.7% | +1.3% | -2.0% | -0.9% |
| 30D | -5.9% | -3.6% | -2.3% | -5.3% |
| 3M | -0.6% | +8.1% | -8.7% | -2.0% |
| 6M | -6.8% | +11.5% | -18.2% | -8.7% |
| YTD | -3.6% | +15.6% | -19.2% | -6.5% |
| 1Y | -16.3% | +15.7% | -32.0% | -18.9% |
| 3Y | +39.1% | +86.9% | -47.7% | +21.4% |
| 5Y | +125.4% | +89.8% | +35.6% | +92.7% |
| 10Y | +366.5% | +344.7% | +21.9% | +225.5% |
| All | +54,688.5% | +553.5% | +54,134.9% | +29,111.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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