-16.2%
BA vs ORLY
+40.2%
-56.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | 0.0% |
| 7D | -1.1% | +2.6% | -3.7% | -1.1% |
| 30D | -7.1% | +6.3% | -13.5% | -7.1% |
| 3M | -25.5% | -0.4% | -25.1% | -25.5% |
| 6M | -28.7% | +2.8% | -31.5% | -28.6% |
| YTD | -21.0% | +1.1% | -22.1% | -20.8% |
| 1Y | -11.9% | -6.3% | -5.6% | -11.7% |
| 3Y | -16.2% | +38.9% | -55.0% | -8.4% |
| All | -16.2% | +40.2% | -56.4% | -8.4% |
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