+525.2%
ORLY vs SE
+553.8%
-28.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.4% |
| 7D | -2.4% | -5.2% | +2.9% | -2.0% |
| 30D | -6.8% | -17.1% | +10.3% | -5.7% |
| 3M | -4.8% | +24.0% | -28.7% | -6.2% |
| 6M | -9.1% | +21.0% | -30.1% | -10.5% |
| YTD | -5.9% | -16.7% | +10.8% | -5.4% |
| 1Y | -20.4% | -45.9% | +25.5% | -17.9% |
| 3Y | +36.6% | +177.8% | -141.2% | +23.7% |
| 5Y | +117.3% | -67.4% | +184.7% | +123.8% |
| All | +525.2% | +553.8% | -28.6% | +400.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 10y: compounded portfolio wealth divided by compounded SE 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…
10y analysis · Full analysis span regression · 6 months rolling