+38,073.3%
ORLY vs RMD
+35,656.8%
+2,416.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -1.7% |
| 7D | -2.3% | -4.5% | +2.1% | -1.5% |
| 30D | -8.2% | +4.6% | -12.8% | -9.0% |
| 3M | -3.5% | +14.8% | -18.3% | -6.1% |
| 6M | -9.2% | -12.1% | +2.9% | -7.5% |
| YTD | -5.8% | -7.5% | +1.6% | -5.0% |
| 1Y | -19.3% | -20.1% | +0.8% | -16.5% |
| 3Y | +34.4% | +53.9% | -19.5% | +21.1% |
| 5Y | +117.8% | -22.2% | +140.1% | +119.2% |
| 10Y | +356.9% | +268.2% | +88.7% | +245.1% |
| All | +38,073.3% | +35,656.8% | +2,416.6% | +16,088.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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