+957.8%
AAOI vs ORLY
+924.7%
+33.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.9% |
| 7D | -0.2% | -2.4% | +2.2% | +0.5% |
| 30D | -23.7% | -6.8% | -16.9% | -22.4% |
| 3M | -39.0% | -4.8% | -34.3% | -38.6% |
| 6M | -17.0% | -9.1% | -8.0% | -15.8% |
| YTD | +202.2% | -5.9% | +208.1% | +204.5% |
| 1Y | +292.4% | -20.4% | +312.8% | +312.8% |
| 3Y | +804.4% | +36.6% | +767.8% | +667.4% |
| 5Y | +1,318.0% | +117.3% | +1,200.7% | +900.5% |
| 10Y | +436.7% | +362.7% | +74.0% | +179.9% |
| All | +957.8% | +924.7% | +33.2% | +240.1% |
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