+361.0%
ORLY vs SNPS
+585.4%
-224.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -2.4% | +0.9% | -3.3% | -2.5% |
| 30D | -6.8% | -3.6% | -3.1% | -6.5% |
| 3M | -4.8% | -12.9% | +8.2% | -2.7% |
| 6M | -9.1% | -8.2% | -0.9% | -8.8% |
| YTD | -5.9% | -15.4% | +9.5% | -4.3% |
| 1Y | -20.4% | -9.3% | -11.1% | -21.0% |
| 3Y | +36.6% | -14.0% | +50.5% | +26.8% |
| 5Y | +117.3% | +19.5% | +97.8% | +74.9% |
| All | +361.0% | +585.4% | -224.4% | +87.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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