+1,607.1%
AMAT vs ORLY
+362.1%
+1,245.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -2.9% |
| 7D | +4.2% | -2.1% | +6.3% | +5.0% |
| 30D | -13.5% | -7.6% | -5.9% | -10.9% |
| 3M | -8.6% | -5.5% | -3.1% | -7.4% |
| 6M | +31.6% | -9.7% | +41.3% | +34.9% |
| YTD | +77.3% | -6.2% | +83.5% | +78.1% |
| 1Y | +179.4% | -18.6% | +198.0% | +197.4% |
| 3Y | +215.0% | +33.8% | +181.2% | +156.3% |
| 5Y | +245.8% | +116.5% | +129.3% | +115.4% |
| All | +1,607.1% | +362.1% | +1,245.0% | +724.2% |
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