+329.1%
APP vs ORLY
+118.1%
+211.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.3% |
| 7D | -4.4% | -1.0% | -3.4% | -4.1% |
| 30D | -10.0% | -6.7% | -3.3% | -8.3% |
| 3M | -41.4% | -3.8% | -37.6% | -40.9% |
| 6M | -41.0% | -9.0% | -32.0% | -39.7% |
| YTD | -54.7% | -5.6% | -49.1% | -54.5% |
| 1Y | -45.3% | -19.5% | -25.9% | -41.9% |
| 3Y | +624.3% | +34.7% | +589.5% | +469.9% |
| 5Y | +329.1% | +118.0% | +211.1% | +135.2% |
| All | +329.1% | +118.1% | +211.0% | +135.2% |
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