+133.9%
ASML vs ORLY
+40.2%
+93.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | 0.0% |
| 7D | +4.9% | +2.6% | +2.4% | +5.3% |
| 30D | -9.3% | +6.3% | -15.6% | -8.5% |
| 3M | -19.0% | -0.4% | -18.6% | -18.8% |
| 6M | -5.2% | +2.8% | -8.0% | -4.3% |
| YTD | +40.6% | +1.1% | +39.5% | +42.1% |
| 1Y | +47.5% | -6.3% | +53.8% | +48.7% |
| 3Y | +133.9% | +38.9% | +95.0% | +127.7% |
| All | +133.9% | +40.2% | +93.7% | +127.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling