+53,398.1%
ORLY vs WY
+294.8%
+53,103.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | 0.0% | +0.3% |
| 7D | -2.4% | -4.2% | +1.8% | -1.1% |
| 30D | -6.8% | -10.1% | +3.3% | -3.9% |
| 3M | -4.8% | -8.5% | +3.7% | -2.5% |
| 6M | -9.1% | -3.3% | -5.7% | -8.5% |
| YTD | -5.9% | -4.4% | -1.5% | -5.3% |
| 1Y | -20.4% | -11.5% | -8.9% | -18.2% |
| 3Y | +36.6% | -24.3% | +60.9% | +44.3% |
| 5Y | +117.3% | -21.3% | +138.6% | +123.3% |
| 10Y | +362.7% | +7.0% | +355.7% | +306.5% |
| All | +53,398.1% | +294.8% | +53,103.2% | +32,604.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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