-29.9%
BABA vs ORLY
+121.3%
-151.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | -0.3% |
| 7D | -0.2% | -2.3% | +2.2% | +0.1% |
| 30D | -12.3% | -8.2% | -4.1% | -11.5% |
| 3M | -5.3% | -3.5% | -1.8% | -5.1% |
| 6M | -13.1% | -9.2% | -3.9% | -12.3% |
| YTD | -22.4% | -5.8% | -16.6% | -22.1% |
| 1Y | -19.5% | -19.3% | -0.2% | -17.5% |
| 3Y | +32.9% | +34.4% | -1.5% | +24.7% |
| 5Y | -29.9% | +117.8% | -147.7% | -41.1% |
| All | -29.9% | +121.3% | -151.1% | -41.1% |
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