+106.9%
ORLY vs SUI
-25.9%
+132.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.2% |
| 7D | -0.7% | +3.4% | -4.1% | -1.5% |
| 30D | +3.4% | +4.6% | -1.2% | +2.2% |
| 3M | -3.1% | +1.6% | -4.7% | -3.6% |
| 6M | -3.8% | -3.5% | -0.4% | -3.2% |
| YTD | -2.0% | -1.0% | -1.0% | -2.0% |
| 1Y | -8.9% | -1.7% | -7.1% | -8.7% |
| 3Y | +36.0% | +18.4% | +17.6% | +29.0% |
| 5Y | +106.9% | -26.3% | +133.3% | +129.1% |
| All | +106.9% | -25.9% | +132.9% | +129.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling