+297.5%
WBD vs ORLY
+4,224.5%
-3,927.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.3% |
| 7D | -0.6% | -2.1% | +1.5% | +0.2% |
| 30D | +4.2% | -7.6% | +11.8% | +7.2% |
| 3M | +7.5% | -5.5% | +13.0% | +9.2% |
| 6M | +1.6% | -9.7% | +11.3% | +4.5% |
| YTD | -2.2% | -6.2% | +4.1% | -1.1% |
| 1Y | +124.9% | -18.6% | +143.5% | +139.5% |
| 3Y | +149.1% | +33.8% | +115.3% | +115.9% |
| 5Y | +7.8% | +116.5% | -108.7% | -23.5% |
| 10Y | +14.9% | +361.0% | -346.2% | -43.3% |
| All | +297.5% | +4,224.5% | -3,927.0% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ORLY.
Daily Out/Under-Performance
Portfolio return minus ORLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ORLY 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 ORLY 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