-3.5%
BA vs ORLY
+118.1%
-121.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.1% |
| 7D | -1.2% | -1.0% | -0.1% | -0.9% |
| 30D | -11.3% | -6.7% | -4.7% | -9.9% |
| 3M | -3.8% | -3.8% | 0.0% | -3.3% |
| 6M | -8.3% | -9.0% | +0.8% | -6.6% |
| YTD | -4.9% | -5.6% | +0.7% | -4.3% |
| 1Y | -10.1% | -19.5% | +9.4% | -5.5% |
| 3Y | -2.3% | +34.7% | -37.0% | -15.8% |
| 5Y | -3.5% | +118.0% | -121.6% | -37.6% |
| All | -3.5% | +118.1% | -121.6% | -37.6% |
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