+3,300.5%
ORLY vs SPXU
-100.0%
+3,400.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -0.2% |
| 7D | -2.1% | +6.4% | -8.5% | -0.7% |
| 30D | -7.6% | +5.9% | -13.6% | -6.3% |
| 3M | -5.5% | -11.7% | +6.2% | -7.9% |
| 6M | -9.7% | -28.7% | +19.0% | -15.8% |
| YTD | -6.2% | -26.4% | +20.1% | -11.7% |
| 1Y | -18.6% | -35.2% | +16.6% | -25.5% |
| 3Y | +33.8% | -79.8% | +113.6% | -2.5% |
| 5Y | +116.5% | -86.1% | +202.6% | +58.8% |
| 10Y | +361.0% | -99.5% | +460.6% | +82.2% |
| All | +3,300.5% | -100.0% | +3,400.4% | +574.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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