+54,688.5%
ORLY vs WM
+2,837.4%
+51,851.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.9% |
| 7D | -0.7% | -0.3% | -0.4% | -0.6% |
| 30D | -5.9% | -2.4% | -3.6% | -5.4% |
| 3M | -0.6% | +0.4% | -1.0% | -0.7% |
| 6M | -6.8% | -9.5% | +2.7% | -4.4% |
| YTD | -3.6% | +0.5% | -4.1% | -3.9% |
| 1Y | -16.3% | -1.1% | -15.2% | -16.2% |
| 3Y | +39.1% | +46.0% | -6.9% | +25.6% |
| 5Y | +125.4% | +51.8% | +73.6% | +100.8% |
| 10Y | +366.5% | +307.5% | +59.0% | +231.2% |
| All | +54,688.5% | +2,837.4% | +51,851.1% | +30,720.6% |
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