+1,278.0%
AAPL vs ORLY
+363.8%
+914.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.6% |
| 7D | +3.8% | -2.4% | +6.2% | +4.6% |
| 30D | +9.9% | -6.8% | +16.7% | +12.3% |
| 3M | +12.5% | -4.8% | +17.2% | +13.7% |
| 6M | +27.6% | -9.1% | +36.7% | +30.5% |
| YTD | +22.6% | -5.9% | +28.5% | +23.4% |
| 1Y | +45.0% | -20.4% | +65.4% | +54.0% |
| 3Y | +87.8% | +36.6% | +51.2% | +63.2% |
| 5Y | +128.7% | +117.3% | +11.4% | +65.4% |
| All | +1,278.0% | +363.8% | +914.2% | +715.7% |
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