+33,785.3%
ORLY vs RY
+11,573.6%
+22,211.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.9% |
| 7D | -0.7% | +3.1% | -3.8% | -1.9% |
| 30D | -5.9% | -0.3% | -5.6% | -5.9% |
| 3M | -0.6% | +8.7% | -9.2% | -4.0% |
| 6M | -6.8% | +28.5% | -35.3% | -15.7% |
| YTD | -3.6% | +25.1% | -28.8% | -12.1% |
| 1Y | -16.3% | +46.3% | -62.6% | -28.3% |
| 3Y | +39.1% | +154.9% | -115.8% | -5.3% |
| 5Y | +125.4% | +140.3% | -14.9% | +55.4% |
| 10Y | +366.5% | +377.0% | -10.5% | +143.0% |
| All | +33,785.3% | +11,573.6% | +22,211.7% | +6,501.3% |
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