+116.5%
ORLY vs SNPS
+18.4%
+98.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.8% |
| 7D | -2.1% | -4.6% | +2.5% | -1.7% |
| 30D | -7.6% | -3.3% | -4.3% | -7.5% |
| 3M | -5.5% | -13.8% | +8.3% | -4.3% |
| 6M | -9.7% | -8.2% | -1.5% | -9.6% |
| YTD | -6.2% | -15.4% | +9.2% | -5.4% |
| 1Y | -18.6% | +2.4% | -21.1% | -20.3% |
| 3Y | +33.8% | -13.5% | +47.3% | +27.4% |
| 5Y | +116.5% | +19.5% | +97.1% | +90.5% |
| All | +116.5% | +18.4% | +98.2% | +90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling