+4,248.9%
ORLY vs WPM
+6,037.2%
-1,788.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.8% | +0.2% |
| 7D | -1.0% | +3.9% | -4.9% | -1.3% |
| 30D | -6.7% | +17.7% | -24.3% | -7.8% |
| 3M | -3.8% | +39.4% | -43.2% | -6.2% |
| 6M | -9.0% | +6.4% | -15.4% | -9.8% |
| YTD | -5.6% | +34.0% | -39.6% | -8.1% |
| 1Y | -19.5% | +50.5% | -70.0% | -22.4% |
| 3Y | +34.7% | +280.3% | -245.6% | +21.1% |
| 5Y | +118.0% | +266.3% | -148.3% | +95.2% |
| 10Y | +364.1% | +550.8% | -186.7% | +292.2% |
| All | +4,248.9% | +6,037.2% | -1,788.3% | +2,963.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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