Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORLY (O’Reilly Automotive, Inc.) | -0.96% | -1.23% | 14.52% | 20.86% | 18.01% | 23.25% | 20.42% | … | … |
Data as of 06/05/2026, Common starting date is 04/23/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORLY (O’Reilly Automotive, Inc.) | 04/23/1993 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.97 | -1.23 | 14.52 | 20.86 | 18.01 | 23.25 | 20.42 | … | … | -0.96 | 15.38 | 24.81 | 12.56 | 19.51 | 56.05 | 3.27 | 27.28 | 43.15 | -13.60 | 9.86 | 31.56 | 49.65 | 43.94 | 11.84 | 32.32 | 58.50 | 24.01 | -5.21 | 1.15 | 0.16 | 42.11 | 16.83 | 52.47 | -30.65 | 36.34 | 24.42 | -9.00 | 80.00 | 64.07 | 10.35 | 17.16 | -14.65 | 50.65 |
| Sharpe Ratio | NA | -0.28 | 0.42 | 0.75 | 0.58 | NA | NA | … | … | -0.51 | 0.67 | 1.10 | 0.45 | 0.61 | 2.74 | 0.07 | 1.22 | 1.48 | -0.44 | 0.43 | 1.41 | 2.62 | 2.29 | 0.43 | 1.42 | 2.62 | 0.63 | -0.13 | -0.08 | -0.13 | 1.73 | 0.65 | 1.82 | -0.75 | 0.68 | 0.28 | -0.28 | 1.60 | 1.83 | 0.30 | 0.46 | -0.56 | 2.41 |
| Standard Deviation(%) | NA | 22.80 | 21.08 | 22.69 | 26.73 | NA | NA | … | … | 26.91 | 20.93 | 19.23 | 20.12 | 29.77 | 20.43 | 42.42 | 21.11 | 28.45 | 32.57 | 22.31 | 22.35 | 18.92 | 19.16 | 27.94 | 22.66 | 22.25 | 38.15 | 48.53 | 25.67 | 24.98 | 23.06 | 24.54 | 28.46 | 42.46 | 50.91 | 72.56 | 43.79 | 47.78 | 32.88 | 21.97 | 28.71 | 31.69 | 32.51 |
| Draw Down(%) | NA | 19.42 | 19.42 | 23.03 | 42.00 | NA | NA | … | … | 14.29 | 15.60 | 18.07 | 10.03 | 23.03 | 14.12 | 40.84 | 13.73 | 19.73 | 38.88 | 12.95 | 9.89 | 8.32 | 10.52 | 25.11 | 14.05 | 10.37 | 20.23 | 35.65 | 19.88 | 25.05 | 19.44 | 20.73 | 14.24 | 32.52 | 33.41 | 56.97 | 31.07 | 25.00 | 17.14 | 23.45 | 16.67 | 31.88 | 13.40 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/23/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORLY (O'Reilly Automotive, Inc.) |
-9.17%
Jun 2005 – Jun 2008 |
3.68%
Nov 2003 – Nov 2008 |
8.68%
Nov 1998 – Nov 2008 |
13.91%
Oct 1993 – Oct 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORLY (O'Reilly Automotive, Inc.) |
48.71%
Jan 1996 – Jan 1999 |
39.57%
Feb 2010 – Feb 2015 |
29.54%
Nov 2008 – Nov 2018 |
28.45%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison Chart