+55,935.2%
ORLY vs WM
+3,083.0%
+52,852.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.3% | -1.2% |
| 7D | +2.0% | +1.2% | +0.8% | +1.7% |
| 30D | +6.2% | +13.1% | -6.8% | +2.8% |
| 3M | -3.7% | +3.6% | -7.3% | -4.7% |
| 6M | -5.2% | +8.1% | -13.2% | -7.2% |
| YTD | -1.4% | +8.9% | -10.4% | -3.8% |
| 1Y | -5.4% | +20.3% | -25.7% | -10.0% |
| 3Y | +41.0% | +46.2% | -5.1% | +27.2% |
| 5Y | +111.3% | +59.9% | +51.4% | +85.6% |
| 10Y | +416.2% | +345.6% | +70.6% | +257.9% |
| All | +55,935.2% | +3,083.0% | +52,852.2% | +30,746.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling