+15,550.9%
ORLY vs WCN
+6,687.0%
+8,864.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.5% |
| 7D | -1.0% | -1.7% | +0.7% | -0.6% |
| 30D | -6.7% | -3.0% | -3.7% | -6.0% |
| 3M | -3.8% | +2.5% | -6.4% | -4.5% |
| 6M | -9.0% | -5.7% | -3.3% | -7.8% |
| YTD | -5.6% | -7.4% | +1.8% | -4.2% |
| 1Y | -19.5% | -8.6% | -10.9% | -18.0% |
| 3Y | +34.7% | +19.4% | +15.3% | +27.9% |
| 5Y | +118.0% | +27.2% | +90.8% | +103.0% |
| 10Y | +364.1% | +238.5% | +125.6% | +246.3% |
| All | +15,550.9% | +6,687.0% | +8,864.0% | +6,820.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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