-22.4%
BA vs ORLY
+111.3%
-133.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.0% |
| 7D | -0.6% | +0.1% | -0.6% | -0.6% |
| 30D | -8.0% | +6.4% | -14.4% | -9.3% |
| 3M | -25.8% | -0.5% | -25.3% | -25.8% |
| 6M | -27.6% | -0.3% | -27.3% | -27.8% |
| YTD | -21.0% | +0.4% | -21.4% | -21.6% |
| 1Y | -12.3% | -6.7% | -5.6% | -11.3% |
| 3Y | -12.8% | +39.3% | -52.0% | -25.1% |
| 5Y | -22.4% | +111.6% | -134.0% | -51.0% |
| All | -22.4% | +111.3% | -133.7% | -51.0% |
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 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