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ORLY: O’Reilly Automotive Inc (STOCK)
Basic Info 1,090.94 10.12(0.92%) April 19
Asset Class: | US EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/23/1993 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 04/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/23/1993 |
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(%) | 1.3 | 14.8 | 21.3 | 26.9 | 22.0 | 22.4 | 24.9 | 22.1 | 21.8 | 12.6 | 19.5 | 56.0 | 3.3 | 27.3 | 43.1 | -13.6 | 9.9 | 31.6 | 49.7 | 43.9 | 11.8 | 32.3 | 58.5 | 24.0 | -5.2 | 1.2 | 0.2 | 42.1 | 16.8 | 52.5 | -30.7 | 36.3 | 24.4 | -9.0 | 80.0 | 64.1 | 10.3 | 17.2 | -14.7 | 50.6 |
Sharpe Ratio | NA | 2.69 | 0.97 | 1.09 | 0.71 | 0.8 | NA | NA | 0.6 | 0.42 | 0.61 | 2.74 | 0.07 | 1.23 | 1.47 | -0.44 | 0.43 | 1.41 | 2.62 | 2.29 | 0.43 | 1.42 | 2.63 | 0.63 | -0.13 | -0.07 | -0.13 | 1.73 | 0.65 | 1.82 | -0.75 | 0.68 | 0.28 | -0.28 | 1.6 | 1.83 | 0.31 | 0.47 | -0.55 | 2.41 |
Draw Down(%) | NA | 7.8 | 10.0 | 23.0 | 42.0 | 42.0 | NA | NA | 65.4 | 10.0 | 23.0 | 14.1 | 40.8 | 13.7 | 19.7 | 38.9 | 12.9 | 9.9 | 8.3 | 10.5 | 25.1 | 14.0 | 10.4 | 20.2 | 35.6 | 19.9 | 25.1 | 19.4 | 20.7 | 14.2 | 32.5 | 33.4 | 57.0 | 31.1 | 25.0 | 17.1 | 23.5 | 16.7 | 31.9 | 13.4 |
Standard Deviation(%) | NA | 19.3 | 19.6 | 23.2 | 28.1 | 26.7 | NA | NA | 33.3 | 20.1 | 29.8 | 20.4 | 42.4 | 21.1 | 28.4 | 32.6 | 22.3 | 22.4 | 18.9 | 19.2 | 27.9 | 22.7 | 22.3 | 38.2 | 48.5 | 25.7 | 25.0 | 23.1 | 24.5 | 28.5 | 42.5 | 50.9 | 72.6 | 43.8 | 47.8 | 32.9 | 22.0 | 28.6 | 31.9 | 32.5 |
Treynor Ratio | NA | 1.0 | 0.43 | 0.49 | 0.27 | 0.28 | NA | NA | 0.26 | 0.23 | 0.32 | 0.93 | 0.03 | 0.46 | 0.49 | -0.22 | 0.14 | 0.31 | 0.54 | 0.57 | 0.18 | 0.63 | 0.84 | 0.39 | -0.07 | -0.02 | -0.03 | 0.38 | 0.16 | 0.58 | -0.36 | 0.32 | 0.24 | -0.21 | 0.66 | 1.16 | 0.32 | 0.49 | -0.44 | 4.18 |
Alpha | NA | 0.13 | 0.04 | 0.09 | 0.05 | 0.05 | NA | NA | 0.06 | 0.01 | 0.12 | 0.13 | -0.04 | 0.04 | 0.17 | -0.09 | 0.01 | 0.11 | 0.12 | 0.06 | 0.02 | 0.11 | 0.14 | 0.04 | 0.16 | -0.01 | -0.05 | 0.12 | 0.02 | 0.08 | -0.04 | 0.22 | 0.22 | -0.06 | 0.18 | 0.15 | 0.02 | 0.04 | -0.05 | 0.24 |
Beta | NA | 0.52 | 0.44 | 0.52 | 0.74 | 0.76 | NA | NA | 0.78 | 0.37 | 0.56 | 0.6 | 0.92 | 0.56 | 0.86 | 0.66 | 0.67 | 1.0 | 0.91 | 0.77 | 0.66 | 0.51 | 0.7 | 0.62 | 0.87 | 1.01 | 0.97 | 1.05 | 1.0 | 0.9 | 0.89 | 1.07 | 0.86 | 0.59 | 1.16 | 0.52 | 0.21 | 0.27 | 0.4 | 0.19 |
RSquared | NA | 0.1 | 0.07 | 0.16 | 0.33 | 0.27 | NA | NA | 0.19 | 0.06 | 0.23 | 0.16 | 0.59 | 0.11 | 0.26 | 0.02 | 0.17 | 0.47 | 0.31 | 0.21 | 0.1 | 0.3 | 0.34 | 0.2 | 0.53 | 0.4 | 0.17 | 0.23 | 0.22 | 0.27 | 0.28 | 0.22 | 0.08 | 0.05 | 0.23 | 0.06 | 0.01 | 0.0 | 0.01 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/23/1993
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1. O' Reilly Automotive, Inc. Profit Sharing and Savings Plan | (Not Rated) |