+1,460.3%
BA vs ORLY
+56,244.6%
-54,784.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -9.5% |
| 3M | -25.8% | -0.5% | -25.3% | -25.8% |
| 6M | -27.6% | -0.3% | -27.3% | -28.0% |
| YTD | -21.0% | +0.4% | -21.4% | -21.8% |
| 1Y | -12.3% | -6.7% | -5.6% | -11.6% |
| 3Y | -12.8% | +39.3% | -52.0% | -22.0% |
| 5Y | -22.4% | +111.6% | -134.0% | -38.3% |
| 10Y | +24.6% | +422.6% | -398.0% | -21.2% |
| All | +1,460.3% | +56,244.6% | -54,784.3% | +342.3% |
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