+1,131.9%
BAC vs ORLY
+52,755.4%
-51,623.5%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | +0.2% |
| 7D | +1.2% | -2.3% | +3.5% | +1.9% |
| 30D | -0.7% | -8.2% | +7.4% | +1.8% |
| 3M | +16.9% | -3.5% | +20.4% | +17.7% |
| 6M | +29.6% | -9.2% | +38.8% | +32.6% |
| YTD | +15.3% | -5.8% | +21.1% | +16.2% |
| 1Y | +28.8% | -19.3% | +48.1% | +35.9% |
| 3Y | +136.4% | +34.4% | +102.0% | +110.5% |
| 5Y | +72.9% | +117.8% | -44.9% | +30.8% |
| 10Y | +391.8% | +356.9% | +34.8% | +189.9% |
| All | +1,131.9% | +52,755.4% | -51,623.5% | +226.8% |
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