+31,987.2%
AVGO vs ORLY
+3,242.5%
+28,744.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.4% | -1.2% |
| 7D | -0.8% | -1.0% | +0.2% | -0.5% |
| 30D | -13.7% | -6.7% | -7.1% | -11.7% |
| 3M | -6.9% | -3.8% | -3.1% | -6.5% |
| 6M | +5.8% | -9.0% | +14.8% | +8.0% |
| YTD | +5.7% | -5.6% | +11.3% | +6.0% |
| 1Y | +9.0% | -19.5% | +28.5% | +15.6% |
| 3Y | +340.5% | +34.7% | +305.8% | +267.9% |
| 5Y | +711.1% | +118.0% | +593.0% | +439.1% |
| 10Y | +2,856.4% | +364.1% | +2,492.3% | +1,312.2% |
| All | +31,987.2% | +3,242.5% | +28,744.8% | +5,912.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling