+268.9%
AMAT vs ORLY
+121.3%
+147.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.3% | +6.3% | +4.4% |
| 7D | +7.0% | -2.3% | +9.3% | +7.5% |
| 30D | -12.2% | -8.2% | -4.0% | -10.7% |
| 3M | -3.8% | -3.5% | -0.3% | -3.6% |
| 6M | +45.9% | -9.2% | +55.1% | +48.4% |
| YTD | +84.6% | -5.8% | +90.5% | +85.1% |
| 1Y | +193.4% | -19.3% | +212.6% | +208.5% |
| 3Y | +228.1% | +34.4% | +193.6% | +168.9% |
| 5Y | +268.9% | +117.8% | +151.1% | +114.8% |
| All | +268.9% | +121.3% | +147.7% | +114.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling