+35,443.1%
ORLY vs RY
+11,185.2%
+24,258.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | +2.6% | +0.6% | +2.0% | +2.3% |
| 30D | +6.3% | +5.0% | +1.3% | +4.3% |
| 3M | -0.4% | -5.3% | +4.9% | +1.6% |
| 6M | +2.8% | +13.8% | -11.1% | -2.6% |
| YTD | +1.1% | +21.0% | -19.9% | -6.7% |
| 1Y | -6.3% | +40.5% | -46.8% | -18.4% |
| 3Y | +38.9% | +159.7% | -120.8% | -6.2% |
| 5Y | +113.1% | +124.3% | -11.3% | +50.9% |
| 10Y | +426.2% | +351.6% | +74.6% | +179.8% |
| All | +35,443.1% | +11,185.2% | +24,258.0% | +6,909.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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