+57.7%
AMGN vs ORLY
+34.2%
+23.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.4% |
| 7D | -13.7% | -2.4% | -11.3% | -13.1% |
| 30D | -8.8% | -6.8% | -2.0% | -7.0% |
| 3M | +7.2% | -4.8% | +12.0% | +8.4% |
| 6M | +1.3% | -9.1% | +10.3% | +3.6% |
| YTD | +17.6% | -5.9% | +23.6% | +19.1% |
| 1Y | +37.2% | -20.4% | +57.6% | +44.1% |
| 3Y | +57.7% | +36.6% | +21.2% | +51.0% |
| All | +57.7% | +34.2% | +23.6% | +51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling