+56,932.6%
ORLY vs USB
+4,036.3%
+52,896.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.4% |
| 7D | +3.9% | -1.5% | +5.4% | +4.3% |
| 30D | +7.5% | +4.3% | +3.2% | +6.2% |
| 3M | -2.1% | -6.1% | +4.0% | -0.5% |
| 6M | -3.7% | +9.4% | -13.1% | -6.2% |
| YTD | +0.3% | +15.2% | -14.9% | -4.0% |
| 1Y | -3.6% | +32.8% | -36.4% | -11.3% |
| 3Y | +44.0% | +91.3% | -47.3% | +17.3% |
| 5Y | +115.1% | +22.7% | +92.4% | +92.9% |
| 10Y | +425.4% | +97.0% | +328.4% | +295.0% |
| All | +56,932.6% | +4,036.3% | +52,896.3% | +22,789.8% |
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