+147.1%
AMAT vs ORLY
+111.5%
+35.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -0.1% | +11.5% | +11.4% |
| 7D | -1.1% | -1.0% | -0.1% | -0.9% |
| 30D | -26.9% | +3.9% | -30.8% | -27.5% |
| 3M | -31.2% | -4.0% | -27.2% | -30.8% |
| 6M | -14.7% | -3.4% | -11.3% | -14.5% |
| YTD | +44.7% | -1.6% | +46.3% | +43.6% |
| 1Y | +62.0% | -7.5% | +69.5% | +63.7% |
| 3Y | +165.0% | +37.7% | +127.3% | +117.0% |
| 5Y | +147.1% | +109.3% | +37.8% | +46.2% |
| All | +147.1% | +111.5% | +35.6% | +46.2% |
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 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