+7,974.6%
ORLY vs TRI
+499.2%
+7,475.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.2% |
| 7D | -2.1% | -14.4% | +12.2% | +2.8% |
| 30D | -7.6% | -8.1% | +0.5% | -5.4% |
| 3M | -5.5% | +17.5% | -23.0% | -11.7% |
| 6M | -9.7% | -5.0% | -4.8% | -10.3% |
| YTD | -6.2% | -24.7% | +18.5% | -0.3% |
| 1Y | -18.6% | -41.5% | +22.8% | -5.5% |
| 3Y | +33.8% | -20.3% | +54.2% | +35.8% |
| 5Y | +116.5% | -10.9% | +127.5% | +108.4% |
| 10Y | +361.0% | +190.6% | +170.5% | +181.7% |
| All | +7,974.6% | +499.2% | +7,475.4% | +2,711.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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