+155,309.2%
APH vs ORLY
+53,986.2%
+101,323.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.7% |
| 7D | +5.0% | -0.7% | +5.6% | +5.1% |
| 30D | -3.9% | -5.9% | +2.1% | -2.4% |
| 3M | +13.0% | -0.6% | +13.5% | +12.5% |
| 6M | +25.2% | -6.8% | +31.9% | +26.5% |
| YTD | +22.9% | -3.6% | +26.6% | +22.9% |
| 1Y | +47.8% | -16.3% | +64.2% | +52.9% |
| 3Y | +283.0% | +39.1% | +243.9% | +241.0% |
| 5Y | +349.7% | +125.4% | +224.2% | +248.0% |
| 10Y | +1,061.2% | +366.5% | +694.7% | +621.1% |
| All | +155,309.2% | +53,986.2% | +101,323.1% | +41,009.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling