+55,623.5%
ORLY vs WM
+3,098.1%
+52,525.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.8% | -0.5% |
| 7D | -0.7% | +1.2% | -1.8% | -1.0% |
| 30D | +3.4% | +13.7% | -10.3% | -0.1% |
| 3M | -3.1% | +5.2% | -8.3% | -4.4% |
| 6M | -3.8% | +11.2% | -15.0% | -6.6% |
| YTD | -2.0% | +9.4% | -11.4% | -4.5% |
| 1Y | -8.9% | +20.4% | -29.3% | -13.4% |
| 3Y | +36.0% | +44.7% | -8.7% | +22.9% |
| 5Y | +106.9% | +58.5% | +48.5% | +82.1% |
| 10Y | +410.7% | +326.4% | +84.4% | +257.4% |
| All | +55,623.5% | +3,098.1% | +52,525.4% | +30,536.2% |
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