+53,441.7%
ORLY vs WEC
+2,605.1%
+50,836.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.3% | -2.7% |
| 7D | -2.3% | +0.8% | -3.2% | -2.6% |
| 30D | -8.2% | +0.3% | -8.5% | -8.3% |
| 3M | -3.5% | -2.9% | -0.6% | -2.5% |
| 6M | -9.2% | -5.9% | -3.3% | -7.3% |
| YTD | -5.8% | +4.1% | -10.0% | -7.3% |
| 1Y | -19.3% | +3.1% | -22.4% | -20.3% |
| 3Y | +34.4% | +40.8% | -6.3% | +18.0% |
| 5Y | +117.8% | +31.7% | +86.1% | +93.5% |
| 10Y | +356.9% | +141.1% | +215.8% | +220.7% |
| All | +53,441.7% | +2,605.1% | +50,836.6% | +18,522.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling