+117.8%
ORLY vs WM
+53.3%
+64.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.0% |
| 7D | -2.3% | -0.9% | -1.4% | -2.0% |
| 30D | -8.2% | -4.3% | -3.8% | -6.4% |
| 3M | -3.5% | +0.8% | -4.3% | -3.9% |
| 6M | -9.2% | -10.8% | +1.5% | -5.0% |
| YTD | -5.8% | -0.1% | -5.8% | -6.1% |
| 1Y | -19.3% | +1.0% | -20.3% | -20.0% |
| 3Y | +34.4% | +45.1% | -10.7% | +13.0% |
| 5Y | +117.8% | +52.1% | +65.7% | +76.9% |
| All | +117.8% | +53.3% | +64.5% | +76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 5y: compounded portfolio wealth divided by compounded WM 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…
5y analysis · Full analysis span regression · 6 months rolling