+53,204.8%
ORLY vs TRV
+4,264.6%
+48,940.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.8% |
| 7D | -2.1% | -1.5% | -0.7% | -1.6% |
| 30D | -7.6% | -1.8% | -5.8% | -7.1% |
| 3M | -5.5% | +21.6% | -27.0% | -11.7% |
| 6M | -9.7% | +22.5% | -32.2% | -15.9% |
| YTD | -6.2% | +28.1% | -34.4% | -14.1% |
| 1Y | -18.6% | +37.0% | -55.7% | -27.2% |
| 3Y | +33.8% | +141.9% | -108.0% | -2.5% |
| 5Y | +116.5% | +158.5% | -42.0% | +52.4% |
| 10Y | +361.0% | +297.5% | +63.5% | +172.8% |
| All | +53,204.8% | +4,264.6% | +48,940.2% | +18,534.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling