+277.4%
APH vs ORLY
+39.2%
+238.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.5% |
| 7D | +11.1% | +0.1% | +11.1% | +11.2% |
| 30D | -7.3% | +6.4% | -13.7% | -6.9% |
| 3M | -6.2% | -0.5% | -5.6% | -6.0% |
| 6M | +24.9% | -0.3% | +25.2% | +25.5% |
| YTD | +18.4% | +0.4% | +18.0% | +19.0% |
| 1Y | +13.0% | -6.7% | +19.6% | +13.5% |
| All | +277.4% | +39.2% | +238.2% | +271.0% |
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