+1,321.9%
AMAT vs ORLY
+425.5%
+896.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.4% | -3.0% |
| 7D | +11.4% | +2.6% | +8.8% | +10.3% |
| 30D | -17.0% | +6.3% | -23.4% | -19.3% |
| 3M | -30.6% | -0.4% | -30.2% | -30.9% |
| 6M | -14.9% | +2.8% | -17.7% | -17.5% |
| YTD | +44.7% | +1.1% | +43.6% | +40.4% |
| 1Y | +66.9% | -6.3% | +73.2% | +67.4% |
| 3Y | +153.3% | +38.9% | +114.4% | +102.4% |
| 5Y | +146.2% | +113.1% | +33.2% | +54.0% |
| All | +1,321.9% | +425.5% | +896.4% | +540.8% |
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