-64.8%
AAL vs ORLY
+363.8%
-428.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.9% | +1.1% |
| 7D | -0.9% | -2.4% | +1.4% | -0.1% |
| 30D | -12.9% | -6.8% | -6.1% | -10.8% |
| 3M | -11.2% | -4.8% | -6.4% | -10.0% |
| 6M | +17.8% | -9.1% | +26.9% | +21.0% |
| YTD | -15.1% | -5.9% | -9.2% | -14.3% |
| 1Y | +0.5% | -20.4% | +20.9% | +7.2% |
| 3Y | -7.7% | +36.6% | -44.2% | -21.4% |
| 5Y | -31.3% | +117.3% | -148.7% | -52.1% |
| All | -64.8% | +363.8% | -428.6% | -79.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling