+427.5%
ORLY vs USB
+83.8%
+343.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.5% |
| 7D | +2.6% | +2.6% | 0.0% | +1.9% |
| 30D | +6.3% | +8.4% | -2.1% | +4.1% |
| 3M | -0.4% | -5.5% | +5.1% | +1.0% |
| 6M | +2.8% | +17.7% | -14.9% | -1.7% |
| YTD | +1.1% | +17.6% | -16.5% | -3.7% |
| 1Y | -6.3% | +33.9% | -40.1% | -13.8% |
| 3Y | +38.9% | +103.8% | -65.0% | +10.8% |
| 5Y | +113.1% | +25.6% | +87.5% | +94.3% |
| All | +427.5% | +83.8% | +343.7% | +307.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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