+177.0%
ORLY vs RKT
-11.2%
+188.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +0.3% |
| 7D | -1.0% | -1.0% | -0.1% | -1.0% |
| 30D | -6.7% | -2.4% | -4.3% | -6.6% |
| 3M | -3.8% | +1.9% | -5.7% | -4.0% |
| 6M | -9.0% | -13.9% | +4.8% | -8.8% |
| YTD | -5.6% | -30.6% | +25.0% | -4.9% |
| 1Y | -19.5% | -34.4% | +14.9% | -18.8% |
| 3Y | +34.7% | +38.2% | -3.5% | +30.9% |
| 5Y | +118.0% | -9.7% | +127.7% | +110.2% |
| All | +177.0% | -11.2% | +188.2% | +163.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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