+54,688.5%
ORLY vs SO
+3,152.3%
+51,536.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | -0.7% | -0.2% | -0.5% | -0.6% |
| 30D | -5.9% | -4.6% | -1.4% | -4.5% |
| 3M | -0.6% | -3.0% | +2.5% | +0.4% |
| 6M | -6.8% | -8.3% | +1.5% | -4.1% |
| YTD | -3.6% | +3.5% | -7.2% | -4.8% |
| 1Y | -16.3% | -0.9% | -15.4% | -16.2% |
| 3Y | +39.1% | +45.4% | -6.2% | +22.3% |
| 5Y | +125.4% | +59.6% | +65.8% | +90.1% |
| 10Y | +366.5% | +156.6% | +209.9% | +233.6% |
| All | +54,688.5% | +3,152.3% | +51,536.1% | +24,119.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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