+361.0%
ORLY vs WEC
+146.6%
+214.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.4% | -0.6% | -1.8% | -2.2% |
| 30D | -6.8% | -2.6% | -4.1% | -5.9% |
| 3M | -4.8% | -6.0% | +1.3% | -2.5% |
| 6M | -9.1% | -5.4% | -3.7% | -7.3% |
| YTD | -5.9% | +2.5% | -8.4% | -6.9% |
| 1Y | -20.4% | -0.7% | -19.7% | -20.3% |
| 3Y | +36.6% | +38.7% | -2.1% | +19.9% |
| 5Y | +117.3% | +31.7% | +85.7% | +92.1% |
| All | +361.0% | +146.6% | +214.5% | +239.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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