+364.1%
ORLY vs SUI
+104.7%
+259.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.7% |
| 7D | -1.0% | -4.3% | +3.3% | +0.4% |
| 30D | -6.7% | -2.1% | -4.5% | -6.1% |
| 3M | -3.8% | -6.1% | +2.3% | -1.9% |
| 6M | -9.0% | -12.8% | +3.7% | -5.0% |
| YTD | -5.6% | -4.6% | -1.0% | -4.4% |
| 1Y | -19.5% | -7.7% | -11.8% | -17.6% |
| 3Y | +34.7% | +10.9% | +23.8% | +26.9% |
| 5Y | +118.0% | -32.4% | +150.5% | +143.1% |
| 10Y | +364.1% | +105.7% | +258.4% | +268.9% |
| All | +364.1% | +104.7% | +259.4% | +268.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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