+9,263.3%
ORLY vs TECK
+2,212.2%
+7,051.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.4% |
| 7D | -1.0% | +4.9% | -5.9% | -1.5% |
| 30D | -6.7% | +5.2% | -11.9% | -7.1% |
| 3M | -3.8% | +13.8% | -17.6% | -5.2% |
| 6M | -9.0% | +38.5% | -47.5% | -12.2% |
| YTD | -5.6% | +47.3% | -53.0% | -9.7% |
| 1Y | -19.5% | +81.0% | -100.5% | -24.6% |
| 3Y | +34.7% | +79.9% | -45.1% | +24.1% |
| 5Y | +118.0% | +207.9% | -89.8% | +86.4% |
| 10Y | +364.1% | +389.5% | -25.4% | +255.9% |
| All | +9,263.3% | +2,212.2% | +7,051.1% | +6,017.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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