+459.6%
APLD vs ORLY
+79.3%
+380.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.4% | -4.2% |
| 7D | +9.0% | -1.0% | +10.0% | +9.1% |
| 30D | -6.6% | -6.7% | +0.1% | -5.9% |
| 3M | -35.2% | -3.8% | -31.4% | -35.1% |
| 6M | +0.4% | -9.0% | +9.4% | +1.6% |
| YTD | +10.7% | -5.6% | +16.3% | +11.7% |
| 1Y | +78.6% | -19.5% | +98.0% | +85.2% |
| 3Y | +423.9% | +34.7% | +389.2% | +340.6% |
| All | +459.6% | +79.3% | +380.3% | +242.0% |
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 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