+108.6%
ASML vs ORLY
+126.2%
-17.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.6% | +4.1% |
| 7D | +1.1% | -0.7% | +1.8% | +1.2% |
| 30D | +2.2% | -5.9% | +8.1% | +3.3% |
| 3M | -2.3% | -0.6% | -1.7% | -2.8% |
| 6M | +23.0% | -6.8% | +29.7% | +24.3% |
| YTD | +61.1% | -3.6% | +64.7% | +61.0% |
| 1Y | +129.1% | -16.3% | +145.4% | +137.6% |
| 3Y | +165.4% | +39.1% | +126.2% | +122.3% |
| All | +108.6% | +126.2% | -17.6% | +24.9% |
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