+352.5%
APH vs ORLY
+118.1%
+234.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +1.6% | -1.0% | +2.6% | +1.8% |
| 30D | -3.0% | -6.7% | +3.7% | -1.9% |
| 3M | +5.7% | -3.8% | +9.6% | +6.2% |
| 6M | +20.0% | -9.0% | +29.0% | +21.7% |
| YTD | +20.8% | -5.6% | +26.4% | +21.2% |
| 1Y | +40.2% | -19.5% | +59.7% | +46.0% |
| 3Y | +288.1% | +34.7% | +253.4% | +238.8% |
| 5Y | +352.5% | +118.0% | +234.5% | +211.5% |
| All | +352.5% | +118.1% | +234.4% | +211.5% |
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