+361.0%
ORLY vs SU
+267.2%
+93.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -2.4% | +2.2% | -4.6% | -2.6% |
| 30D | -6.8% | +8.4% | -15.2% | -7.8% |
| 3M | -4.8% | +12.1% | -16.8% | -6.3% |
| 6M | -9.1% | +19.7% | -28.7% | -11.6% |
| YTD | -5.9% | +58.4% | -64.3% | -11.9% |
| 1Y | -20.4% | +67.2% | -87.6% | -26.0% |
| 3Y | +36.6% | +125.0% | -88.5% | +20.4% |
| 5Y | +117.3% | +355.1% | -237.7% | +64.2% |
| All | +361.0% | +267.2% | +93.8% | +253.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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