+1,559.3%
ASML vs ORLY
+421.9%
+1,137.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.6% | -2.8% |
| 7D | +10.4% | +0.1% | +10.3% | +10.3% |
| 30D | -12.7% | +6.4% | -19.2% | -14.6% |
| 3M | -17.2% | -0.5% | -16.6% | -17.4% |
| 6M | -1.3% | -0.3% | -1.0% | -2.5% |
| YTD | +40.8% | +0.4% | +40.4% | +38.2% |
| 1Y | +45.2% | -6.7% | +51.9% | +46.0% |
| 3Y | +131.8% | +39.3% | +92.5% | +95.5% |
| 5Y | +84.0% | +111.6% | -27.6% | +29.1% |
| All | +1,559.3% | +421.9% | +1,137.4% | +805.1% |
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