+91,774.7%
AAPL vs ORLY
+52,521.5%
+39,253.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.2% | +3.7% |
| 7D | -0.5% | -2.1% | +1.6% | +0.1% |
| 30D | +7.1% | -7.6% | +14.7% | +9.5% |
| 3M | +12.1% | -5.5% | +17.6% | +13.4% |
| 6M | +25.4% | -9.7% | +35.1% | +28.2% |
| YTD | +20.5% | -6.2% | +26.7% | +21.4% |
| 1Y | +44.5% | -18.6% | +63.2% | +51.3% |
| 3Y | +85.8% | +33.8% | +51.9% | +66.9% |
| 5Y | +124.8% | +116.5% | +8.2% | +74.3% |
| 10Y | +1,284.7% | +361.0% | +923.7% | +743.8% |
| All | +91,774.7% | +52,521.5% | +39,253.2% | +18,595.7% |
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 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