+53,560.1%
ORLY vs SYY
+3,005.5%
+50,554.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -1.9% | -0.5% |
| 7D | -1.0% | -0.2% | -0.8% | -1.0% |
| 30D | -6.7% | -2.7% | -3.9% | -5.8% |
| 3M | -3.8% | +5.9% | -9.7% | -5.6% |
| 6M | -9.0% | -2.3% | -6.7% | -9.0% |
| YTD | -5.6% | +13.1% | -18.7% | -10.5% |
| 1Y | -19.5% | +3.8% | -23.2% | -21.4% |
| 3Y | +34.7% | +26.7% | +8.0% | +21.9% |
| 5Y | +118.0% | +19.4% | +98.6% | +99.0% |
| 10Y | +364.1% | +112.0% | +252.1% | +225.2% |
| All | +53,560.1% | +3,005.5% | +50,554.7% | +22,556.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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