+34,807.0%
ORLY vs RY
+11,253.8%
+23,553.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.1% |
| 7D | -1.9% | -3.0% | +1.0% | -0.8% |
| 30D | +4.5% | +6.3% | -1.8% | +2.1% |
| 3M | -2.2% | -2.6% | +0.4% | -1.3% |
| 6M | -0.9% | +13.9% | -14.8% | -6.1% |
| YTD | -0.7% | +21.7% | -22.4% | -8.5% |
| 1Y | -8.7% | +40.4% | -49.2% | -20.6% |
| 3Y | +37.7% | +161.3% | -123.6% | -7.2% |
| 5Y | +110.5% | +126.5% | -15.9% | +48.5% |
| 10Y | +416.8% | +354.3% | +62.5% | +174.1% |
| All | +34,807.0% | +11,253.8% | +23,553.2% | +6,768.7% |
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