+361.0%
ORLY vs TRV
+306.9%
+54.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | -0.5% |
| 7D | -2.4% | +1.9% | -4.3% | -3.1% |
| 30D | -6.8% | +1.7% | -8.5% | -7.4% |
| 3M | -4.8% | +23.9% | -28.6% | -12.8% |
| 6M | -9.1% | +26.3% | -35.4% | -17.4% |
| YTD | -5.9% | +30.8% | -36.7% | -15.9% |
| 1Y | -20.4% | +36.3% | -56.7% | -30.1% |
| 3Y | +36.6% | +145.0% | -108.4% | -7.3% |
| 5Y | +117.3% | +163.9% | -46.6% | +40.0% |
| All | +361.0% | +306.9% | +54.1% | +140.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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