+37.2%
AMGN vs ORLY
-18.8%
+55.9%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.5% |
| 7D | -13.7% | -2.4% | -11.3% | -12.9% |
| 30D | -8.8% | -6.8% | -2.0% | -6.7% |
| 3M | +7.2% | -4.8% | +12.0% | +8.7% |
| 6M | +1.3% | -9.1% | +10.3% | +4.2% |
| YTD | +17.6% | -5.9% | +23.6% | +19.4% |
| 1Y | +37.2% | -20.4% | +57.6% | +36.3% |
| All | +37.2% | -18.8% | +55.9% | +36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling