+651.5%
ADI vs ORLY
+363.8%
+287.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.7% |
| 7D | +4.6% | -2.4% | +6.9% | +5.3% |
| 30D | -1.2% | -6.8% | +5.6% | +1.0% |
| 3M | -7.8% | -4.8% | -3.1% | -7.1% |
| 6M | +19.3% | -9.1% | +28.4% | +21.8% |
| YTD | +40.9% | -5.9% | +46.8% | +41.7% |
| 1Y | +54.5% | -20.4% | +74.9% | +64.3% |
| 3Y | +123.4% | +36.6% | +86.8% | +91.1% |
| 5Y | +142.3% | +117.3% | +25.0% | +68.5% |
| All | +651.5% | +363.8% | +287.7% | +322.3% |
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