+54,688.5%
ORLY vs USB
+4,246.2%
+50,442.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.8% | +0.7% |
| 7D | -0.7% | +1.4% | -2.1% | -1.1% |
| 30D | -5.9% | -1.3% | -4.6% | -5.6% |
| 3M | -0.6% | +15.2% | -15.8% | -4.4% |
| 6M | -6.8% | +18.8% | -25.6% | -11.2% |
| YTD | -3.6% | +21.0% | -24.7% | -8.9% |
| 1Y | -16.3% | +34.0% | -50.3% | -23.2% |
| 3Y | +39.1% | +95.3% | -56.2% | +12.4% |
| 5Y | +125.4% | +40.4% | +85.1% | +94.5% |
| 10Y | +366.5% | +107.3% | +259.2% | +246.0% |
| All | +54,688.5% | +4,246.2% | +50,442.3% | +21,610.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling