+361.0%
ORLY vs RGEN
+415.7%
-54.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | -2.4% | -1.4% | -0.9% | -2.2% |
| 30D | -6.8% | -0.3% | -6.5% | -6.8% |
| 3M | -4.8% | +23.9% | -28.6% | -7.1% |
| 6M | -9.1% | +38.5% | -47.6% | -12.6% |
| YTD | -5.9% | +0.8% | -6.7% | -6.7% |
| 1Y | -20.4% | +38.2% | -58.6% | -23.9% |
| 3Y | +36.6% | +1.3% | +35.3% | +31.4% |
| 5Y | +117.3% | -44.0% | +161.3% | +118.5% |
| All | +361.0% | +415.7% | -54.7% | +215.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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