+36.6%
ORLY vs RVTY
+17.0%
+19.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +0.2% |
| 7D | -2.4% | -4.5% | +2.2% | -2.1% |
| 30D | -6.8% | +5.5% | -12.2% | -7.1% |
| 3M | -4.8% | +22.5% | -27.3% | -6.1% |
| 6M | -9.1% | +38.9% | -48.0% | -11.4% |
| YTD | -5.9% | +28.7% | -34.7% | -8.0% |
| 1Y | -20.4% | +45.5% | -65.9% | -22.6% |
| 3Y | +36.6% | +16.4% | +20.2% | +37.0% |
| All | +36.6% | +17.0% | +19.6% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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