+38,073.3%
ORLY vs WWD
+15,097.2%
+22,976.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -1.8% |
| 7D | -2.3% | +0.8% | -3.1% | -2.5% |
| 30D | -8.2% | -6.4% | -1.7% | -6.9% |
| 3M | -3.5% | -5.6% | +2.1% | -2.8% |
| 6M | -9.2% | -9.1% | -0.1% | -8.1% |
| YTD | -5.8% | +12.5% | -18.3% | -9.5% |
| 1Y | -19.3% | +41.3% | -60.6% | -26.5% |
| 3Y | +34.4% | +170.2% | -135.8% | +3.5% |
| 5Y | +117.8% | +192.5% | -74.6% | +61.9% |
| 10Y | +356.9% | +476.9% | -119.9% | +177.1% |
| All | +38,073.3% | +15,097.2% | +22,976.1% | +11,358.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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