+1,504.8%
ASML vs ORLY
+429.7%
+1,075.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.1% | +6.3% | +6.2% |
| 7D | -0.8% | -1.0% | +0.2% | -0.6% |
| 30D | -14.9% | +3.9% | -18.8% | -16.1% |
| 3M | -13.0% | -4.0% | -9.0% | -12.3% |
| 6M | -4.7% | -3.4% | -1.3% | -4.9% |
| YTD | +42.3% | -1.6% | +43.9% | +40.5% |
| 1Y | +49.7% | -7.5% | +57.2% | +50.8% |
| 3Y | +144.3% | +37.7% | +106.6% | +106.5% |
| 5Y | +86.4% | +109.3% | -23.0% | +31.0% |
| 10Y | +1,504.8% | +409.9% | +1,095.0% | +781.0% |
| All | +1,504.8% | +429.7% | +1,075.2% | +781.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling