+110.5%
ORLY vs USB
+25.0%
+85.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -1.9% | -0.5% | -1.4% | -1.9% |
| 30D | +4.5% | +5.7% | -1.2% | +3.7% |
| 3M | -2.2% | -4.7% | +2.5% | -1.6% |
| 6M | -0.9% | +13.4% | -14.3% | -2.7% |
| YTD | -0.7% | +17.0% | -17.7% | -3.2% |
| 1Y | -8.7% | +32.4% | -41.1% | -12.6% |
| 3Y | +37.7% | +101.7% | -64.0% | +22.6% |
| 5Y | +110.5% | +24.4% | +86.1% | +114.3% |
| All | +110.5% | +25.0% | +85.5% | +114.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling