+34.4%
ORLY vs ROIV
+253.6%
-219.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +18.8% | -21.0% | -3.0% |
| 7D | -2.3% | +20.2% | -22.5% | -3.1% |
| 30D | -8.2% | +14.1% | -22.3% | -8.7% |
| 3M | -3.5% | +45.6% | -49.1% | -5.4% |
| 6M | -9.2% | +44.1% | -53.3% | -11.1% |
| YTD | -5.8% | +91.2% | -97.0% | -9.2% |
| 1Y | -19.3% | +221.3% | -240.6% | -24.4% |
| 3Y | +34.4% | +229.2% | -194.8% | +22.9% |
| All | +34.4% | +253.6% | -219.2% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling