+87.8%
AAPL vs ORLY
+34.2%
+53.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.7% |
| 7D | +3.8% | -2.4% | +6.2% | +4.1% |
| 30D | +9.9% | -6.8% | +16.7% | +10.6% |
| 3M | +12.5% | -4.8% | +17.2% | +12.9% |
| 6M | +27.6% | -9.1% | +36.7% | +28.6% |
| YTD | +22.6% | -5.9% | +28.5% | +22.5% |
| 1Y | +45.0% | -20.4% | +65.4% | +49.4% |
| 3Y | +87.8% | +36.6% | +51.2% | +84.1% |
| All | +87.8% | +34.2% | +53.6% | +84.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling